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 $87,833. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,076
Holding current value
$87,833
% 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
404
Shares Held
23M
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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