A detailed history of Bogart Wealth, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Bogart Wealth, LLC holds 2,913 shares of IMCG stock, worth $232,603. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,913
Previous 3,674 20.71%
Holding current value
$232,603
Previous $248,000 14.52%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$65.15 - $72.97 $49,579 - $55,530
-761 Reduced 20.71%
2,913 $212,000
Q2 2024

Jul 31, 2024

SELL
$65.46 - $70.15 $14,073 - $15,082
-215 Reduced 5.53%
3,674 $248,000
Q1 2024

Apr 25, 2024

SELL
$62.4 - $70.68 $30,513 - $34,562
-489 Reduced 11.17%
3,889 $274,000
Q4 2023

Feb 06, 2024

SELL
$53.24 - $64.9 $19.5 Million - $23.7 Million
-365,815 Reduced 98.82%
4,378 $282,000
Q3 2023

Oct 30, 2023

BUY
$56.42 - $63.15 $281,366 - $314,929
4,987 Added 1.37%
370,193 $21.1 Million
Q2 2023

Jul 28, 2023

BUY
$55.21 - $60.94 $931,613 - $1.03 Million
16,874 Added 4.84%
365,206 $22.3 Million
Q1 2023

Apr 21, 2023

SELL
$53.41 - $60.85 $5.8 Million - $6.61 Million
-108,647 Reduced 23.78%
348,332 $20 Million
Q4 2022

Feb 06, 2023

BUY
$49.2 - $57.69 $1.42 Million - $1.66 Million
28,852 Added 6.74%
456,979 $24.6 Million
Q3 2022

Nov 03, 2022

BUY
$50.31 - $61.06 $2.5 Million - $3.03 Million
49,596 Added 13.1%
428,127 $21.6 Million
Q2 2022

Jul 22, 2022

BUY
$49.67 - $65.18 $1.37 Million - $1.8 Million
27,600 Added 7.86%
378,531 $19.7 Million
Q1 2022

Apr 22, 2022

BUY
$58.98 - $72.55 $20.7 Million - $25.5 Million
350,917 Added 2506550.0%
350,931 $22.6 Million
Q4 2021

Jan 19, 2022

BUY
$68.19 - $76.33 $954 - $1,068
14 New
14 $1,000

Others Institutions Holding IMCG

About ISHARE MORNINGSTAR MID CAP GRO


  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.