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

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

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 15,826 shares of IMCG stock, worth $1.27 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,826
Previous 14,907 6.16%
Holding current value
$1.27 Million
Previous $1.01 Million 14.37%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
358
Shares Held
18.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARE MORNINGSTAR MID CAP GRO

IMCG Quotes by TradingView
  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
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