D.A. Davidson & Co. Ishare Morningstar Mid Cap Gro Transaction History

D.A. Davidson & Co.

$13.8 Billion
Q2 2025

A detailed history of D.A. Davidson & Co. transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, D.A. Davidson & Co. holds 2,562 shares of IMCG stock, worth $209,136. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,562

Holding current value

$209,136

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$63.36 - $80.23 $162,328 - $205,549	2,562 New	2,562 $205,000
Q2 2021 Aug 10, 2021	SELL	$62.47 - $69.22 $384,502 - $426,049	-6,155 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$59.71 - $69.62 $298 - $348	-5 Reduced 0.08%	6,155 $2.33 Million
Q4 2020 Feb 10, 2021	BUY	$53.63 - $65.01 $5,094 - $6,175	95 Added 1.57%	6,160 $2.36 Million
Q3 2020 Nov 02, 2020	BUY	$49.18 - $55.94 $298,276 - $339,276	6,065 New	6,065 $1.94 Million

Others Institutions Holding IMCG

# of Institutions

405

Shares Held

22.9M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.13M
Shares

$174 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.49M
Shares

$121 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.01M
Shares

$82.8 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

973K
Shares

$79.4 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

782K
Shares

$63.8 Million
0.05% of portfolio

View Full List

About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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