Blue Chip Wealth Advisors LLC Ishare Morningstar Mid Cap Gro Transaction History

Blue Chip Wealth Advisors LLC

  • $225 Billion
  • Q2 2025

A detailed history of Blue Chip Wealth Advisors LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 5,689 shares of IMCG stock, worth $456,371. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,689
Previous 5,539 2.71%
Holding current value
$456,371
Previous $396 Million 15.36%
% of portfolio
0.2%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$63.36 - $80.23 $9,504 - $12,034
150 Added 2.71%
5,689 $456 Million
Q1 2025

May 06, 2025
BUY
$69.69 - $79.99 $386,012 - $443,064
5,539 New
5,539 $396 Million
Q3 2024

Nov 14, 2024
BUY
$65.15 - $72.97 $7,492 - $8,391
115 Added 1.71%
6,829 $498 Million
Q2 2024

Aug 12, 2024
BUY
$65.46 - $70.15 $19,114 - $20,483
292 Added 4.55%
6,714 $455 Million
Q1 2024

Apr 30, 2024
BUY
$62.4 - $70.68 $15,600 - $17,670
250 Added 4.05%
6,422 $454 Million
Q4 2023

Mar 15, 2024
BUY
$53.24 - $64.9 $328,597 - $400,562
6,172 New
6,172 $398 Million

Others Institutions Holding IMCG

# of Institutions
397
Shares Held
22.2M
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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