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

Blue Chip Wealth Advisors LLC

$234 Billion
Q3 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 2,682 shares of IMCG stock, worth $214,720. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,682

Previous 5,689 52.86%

Holding current value

$214,720

Previous $456 Million 51.39%

% of portfolio

0.09%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$79.89 - $83.25 $240,229 - $250,332	-3,007 Reduced 52.86%	2,682 $222 Million
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

403

Shares Held

27.2M

Call Options Held

Put Options Held

View Full List

About ISHARE MORNINGSTAR MID CAP GRO

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