Atria Wealth Solutions, Inc. Ishare Morningstar Mid Cap Gro Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 14,178 shares of IMCG stock, worth $1.11 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,178

Previous 13,744 3.16%

Holding current value

$1.11 Million

Previous $1.04 Million 2.5%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$69.69 - $79.99 $30,245 - $34,715	434 Added 3.16%	14,178 $1.01 Million
Q4 2024 Jan 31, 2025	BUY	$72.18 - $81.41 $77,954 - $87,922	1,080 Added 8.53%	13,744 $1.04 Million
Q3 2024 Nov 08, 2024	BUY	$65.15 - $72.97 $10,684 - $11,967	164 Added 1.31%	12,664 $924,000
Q2 2024 Jul 22, 2024	SELL	$65.46 - $70.15 $3.37 Million - $3.61 Million	-51,507 Reduced 80.47%	12,500 $846,000
Q1 2024 May 13, 2024	BUY	$62.4 - $70.68 $361,795 - $409,802	5,798 Added 9.96%	64,007 $4.52 Million
Q4 2023 Feb 02, 2024	BUY	$53.24 - $64.9 $29,015 - $35,370	545 Added 0.95%	58,209 $3.75 Million
Q3 2023 Nov 08, 2023	BUY	$56.42 - $63.15 $408,029 - $456,700	7,232 Added 14.34%	57,664 $3.29 Million
Q2 2023 Aug 03, 2023	BUY	$55.21 - $60.94 $2.32 Million - $2.57 Million	42,093 Added 504.77%	50,432 $3.07 Million
Q1 2023 Jun 14, 2023	BUY	$53.41 - $60.85 $445,385 - $507,428	8,339 New	8,339 $479,000
Q4 2022 Aug 30, 2023	SELL	$49.2 - $57.69 $2.07 Million - $2.43 Million	-42,093 Reduced 83.46%	8,339 $449,000
Q4 2022 Feb 13, 2023	BUY	$49.2 - $57.69 $317,782 - $372,619	6,459 Added 93.18%	13,391 $721,000
Q3 2022 Nov 14, 2022	BUY	$50.31 - $61.06 $97,551 - $118,395	1,939 Added 38.83%	6,932 $349,000
Q2 2022 Aug 15, 2022	SELL	$49.67 - $65.18 $216,561 - $284,184	-4,360 Reduced 46.62%	4,993 $259,000
Q1 2022 May 16, 2022	BUY	$58.98 - $72.55 $551,639 - $678,560	9,353 New	9,353 $601,000

Others Institutions Holding IMCG

# of Institutions

393

Shares Held

22.9M

Call Options Held

Put Options Held

335

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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Atria Wealth Solutions, Inc. Ishare Morningstar Mid Cap Gro Transaction History