Compass Planning Associates Inc Ishare Morningstar Mid Cap Gro Transaction History

Compass Planning Associates Inc

  • $98.9 Billion
  • Q1 2025

A detailed history of Compass Planning Associates Inc transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Compass Planning Associates Inc holds 500 shares of IMCG stock, worth $39,095. This represents 0.04% of its overall portfolio holdings.

Number of Shares
500
Previous 286 74.83%
Holding current value
$39,095
Previous $21.6 Million 65.2%
% of portfolio
0.04%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$69.69 - $79.99 $14,913 - $17,117
214 Added 74.83%
500 $35.7 Million
Q4 2024

Feb 03, 2025
BUY
$72.18 - $81.41 $20,643 - $23,283
286 New
286 $21.6 Million

Others Institutions Holding IMCG

# of Institutions
393
Shares Held
22.9M
Call Options Held
0
Put Options Held
335
View Full List

About ISHARE MORNINGSTAR MID CAP GRO

IMCG Quotes by TradingView
  • Ticker IMCG
  • Sector ETFs
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More about IMCG
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