Burt Wealth Advisors Ishare Morningstar Mid Cap Gro Transaction History

Burt Wealth Advisors

  • $431 Million
  • Q2 2025

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 9,504 shares of IMCG stock, worth $770,394. This represents 0.18% of its overall portfolio holdings.

Number of Shares
9,504
Previous 8,402 13.12%
Holding current value
$770,394
Previous $600,000 27.0%
% of portfolio
0.18%
Previous 0.15%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$63.36 - $80.23 $69,822 - $88,413
1,102 Added 13.12%
9,504 $762,000
Q1 2025

Apr 22, 2025
BUY
$69.69 - $79.99 $975 - $1,119
14 Added 0.17%
8,402 $600,000
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
397
Shares Held
22.2M
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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