Axxcess Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 17,039 shares of IMCG stock, worth $1.38 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

17,039

Previous 17,468 2.46%

Holding current value

$1.38 Million

Previous $1.25 Million 9.62%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$63.36 - $80.23 $27,181 - $34,418	-429 Reduced 2.46%	17,039 $1.37 Million
Q1 2025 Apr 30, 2025	BUY	$69.69 - $79.99 $40,908 - $46,954	587 Added 3.48%	17,468 $1.25 Million
Q4 2024 Feb 10, 2025	BUY	$72.18 - $81.41 $76,149 - $85,887	1,055 Added 6.67%	16,881 $1.28 Million
Q3 2024 Nov 04, 2024	BUY	$65.15 - $72.97 $59,872 - $67,059	919 Added 6.16%	15,826 $1.15 Million
Q2 2024 Aug 09, 2024	BUY	$65.46 - $70.15 $90,531 - $97,017	1,383 Added 10.23%	14,907 $1.01 Million
Q1 2024 May 14, 2024	BUY	$62.4 - $70.68 $51,230 - $58,028	821 Added 6.46%	13,524 $955,000
Q4 2023 Feb 06, 2024	BUY	$53.24 - $64.9 $41,314 - $50,362	776 Added 6.51%	12,703 $818,000
Q3 2023 Nov 14, 2023	BUY	$56.42 - $63.15 $672,921 - $753,190	11,927 New	11,927 $681,000

Others Institutions Holding IMCG

# of Institutions

398

Shares Held

22.2M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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Axxcess Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History