Bogart Wealth, LLC Ishare Morningstar Mid Cap Gro Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

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 $219,436. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,913
Previous 3,674 20.71%
Holding current value
$219,436
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

# of Institutions
339
Shares Held
17.1M
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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