Burt Wealth Advisors Ishare Morningstar Mid Cap Gro Transaction History

Burt Wealth Advisors

  • $395 Million
  • Q4 2024

A detailed history of Burt Wealth Advisors transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Burt Wealth Advisors holds 8,388 shares of IMCG stock, worth $669,278. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,388
Previous 8,388 -0.0%
Holding current value
$669,278
Previous $612,000 3.43%
% of portfolio
0.16%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 18, 2023
SELL
$55.21 - $60.94 $3,864 - $4,265
-70 Reduced 0.83%
8,388 $511,000
Q4 2022

Jan 17, 2023
BUY
$49.2 - $57.69 $416,133 - $487,942
8,458 New
8,458 $456,000
Q1 2021

Apr 15, 2021
SELL
$59.71 - $69.62 $13,315 - $15,525
-223 Closed
0 $0
Q3 2020

Nov 10, 2020
SELL
$49.18 - $55.94 $1,327 - $1,510
-27 Reduced 10.8%
223 $71,000
Q2 2020

Aug 05, 2020
BUY
$34.76 - $49.01 $8,690 - $12,252
250 New
250 $73,000

Others Institutions Holding IMCG

# of Institutions
372
Shares Held
20.9M
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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