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 6,714 shares of IMCG stock, worth $517,649. This represents 0.27% of its overall portfolio holdings.

Number of Shares
6,714
Previous 6,422 4.55%
Holding current value
$517,649
Previous $454 Million 0.21%
% of portfolio
0.27%
Previous 0.29%

Shares

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

About ISHARE MORNINGSTAR MID CAP GRO


  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
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