Beam Wealth Advisors, Inc. Ishare Morningstar Mid Cap Gro Transaction History

Beam Wealth Advisors, Inc.

  • $330 Million
  • Q3 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 39,687 shares of IMCG stock, worth $3.18 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
39,687
Previous 31,410 26.35%
Holding current value
$3.18 Million
Previous $2.52 Million 30.28%
% of portfolio
0.99%
Previous 0.79%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$79.89 - $83.25 $661,249 - $689,060
8,277 Added 26.35%
39,687 $3.28 Million
Q2 2025

Aug 04, 2025
BUY
$63.36 - $80.23 $372,240 - $471,351
5,875 Added 23.01%
31,410 $2.52 Million
Q1 2025

May 09, 2025
BUY
$69.69 - $79.99 $159,520 - $183,097
2,289 Added 9.85%
25,535 $1.82 Million
Q4 2024

Feb 06, 2025
BUY
$72.18 - $81.41 $378,078 - $426,425
5,238 Added 29.09%
23,246 $1.76 Million
Q3 2024

Nov 04, 2024
BUY
$65.15 - $72.97 $275,389 - $308,444
4,227 Added 30.67%
18,008 $1.31 Million
Q2 2024

Aug 07, 2024
BUY
$65.46 - $70.15 $902,104 - $966,737
13,781 New
13,781 $933,000
Q3 2022

Oct 20, 2022
SELL
$50.31 - $61.06 $2,767 - $3,358
-55 Reduced 1.27%
4,281 $216,000
Q2 2022

Aug 01, 2022
SELL
$49.67 - $65.18 $290,619 - $381,368
-5,851 Reduced 57.44%
4,336 $225,000
Q1 2022

Apr 26, 2022
BUY
$58.98 - $72.55 $29,136 - $35,839
494 Added 5.1%
10,187 $655,000
Q4 2021

Jan 14, 2022
BUY
$68.19 - $76.33 $32,867 - $36,791
482 Added 5.23%
9,693 $710,000
Q3 2021

Oct 14, 2021
SELL
$67.2 - $73.35 $7,929 - $8,655
-118 Reduced 1.26%
9,211 $634,000
Q2 2021

Jul 13, 2021
BUY
$62.47 - $69.22 $451,220 - $499,976
7,223 Added 342.97%
9,329 $643,000
Q1 2021

May 17, 2021
BUY
$59.71 - $69.62 $1,552 - $1,810
26 Added 1.25%
2,106 $796,000
Q4 2020

Jan 26, 2021
SELL
$53.63 - $65.01 $19,199 - $23,273
-358 Reduced 14.68%
2,080 $796,000
Q3 2020

Oct 07, 2020
SELL
$49.18 - $55.94 $2,360 - $2,685
-48 Reduced 1.93%
2,438 $781,000
Q2 2020

Jul 07, 2020
BUY
$34.76 - $49.01 $86,413 - $121,838
2,486 New
2,486 $750,000

Others Institutions Holding IMCG

# of Institutions
402
Shares Held
27.2M
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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