Concord Wealth Partners Ishare Morningstar Mid Cap Gro Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Concord Wealth Partners holds 1,076 shares of IMCG stock, worth $87,220. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,076
Holding current value
$87,220
% of portfolio
0.01%

Shares

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

Jul 25, 2025
BUY
$63.36 - $80.23 $68,175 - $86,327
1,076 New
1,076 $86,000
Q3 2024

Oct 24, 2024
BUY
$65.15 - $72.97 $67,299 - $75,378
1,033 New
1,033 $75,000
Q1 2024

Apr 30, 2024
SELL
$62.4 - $70.68 $43,368 - $49,122
-695 Reduced 41.44%
982 $69,000
Q3 2023

Apr 30, 2024
BUY
$56.42 - $63.15 $94,616 - $105,902
1,677 New
1,677 $95,000
Q2 2023

Aug 07, 2023
BUY
$55.21 - $60.94 $43,174 - $47,655
782 Added 87.37%
1,677 $102,000
Q1 2023

Apr 26, 2023
SELL
$53.41 - $60.85 $37,119 - $42,290
-695 Reduced 43.71%
895 $51,000
Q4 2022

Jan 27, 2023
BUY
$49.2 - $57.69 $78,228 - $91,727
1,590 New
1,590 $85,000
Q2 2022

Aug 04, 2022
BUY
$49.67 - $65.18 $44,454 - $58,336
895 New
895 $46,000

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
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners 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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email