Bartlett & Co. Wealth Management LLC Ishare Morningstar Mid Cap Gro Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 400 shares of IMCG stock, worth $32,652. This represents 0.0% of its overall portfolio holdings.

Number of Shares
400
Previous 400 -0.0%
Holding current value
$32,652
Previous $32.1 Million 99.9%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
$65.46 - $70.15 $7,200 - $7,716
-110 Reduced 21.57%
400 $27.1 Million
Q1 2024

May 09, 2024
SELL
$62.4 - $70.68 $30,700 - $34,774
-492 Reduced 49.1%
510 $36 Million
Q4 2023

Feb 14, 2024
BUY
$53.24 - $64.9 $53,346 - $65,029
1,002 New
1,002 $65 Million

Others Institutions Holding IMCG

# of Institutions
405
Shares Held
22.9M
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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