Db Wealth Management Group, LLC Ishare Morningstar Mid Cap Gro Transaction History

Db Wealth Management Group, LLC

  • $169 Million
  • Q4 2023

A detailed history of Db Wealth Management Group, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 6,386 shares of IMCG stock, worth $511,263. This represents 0.24% of its overall portfolio holdings.

Number of Shares
6,386
Previous 7,622 16.22%
Holding current value
$511,263
Previous $435,000 5.52%
% of portfolio
0.24%
Previous 0.28%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024
SELL
$53.24 - $64.9 $65,804 - $80,216
-1,236 Reduced 16.22%
6,386 $411,000
Q3 2023

Nov 09, 2023
SELL
$56.42 - $63.15 $1,805 - $2,020
-32 Reduced 0.42%
7,622 $435,000
Q2 2023

Aug 10, 2023
SELL
$55.21 - $60.94 $1,214 - $1,340
-22 Reduced 0.29%
7,654 $466,000
Q1 2023

May 12, 2023
SELL
$53.41 - $60.85 $14,207 - $16,186
-266 Reduced 3.35%
7,676 $441,000
Q4 2022

Feb 13, 2023
SELL
$49.2 - $57.69 $208,952 - $245,009
-4,247 Reduced 34.84%
7,942 $427,000
Q3 2022

Nov 09, 2022
SELL
$50.31 - $61.06 $83,766 - $101,664
-1,665 Reduced 12.02%
12,189 $614,000
Q2 2022

Aug 11, 2022
SELL
$49.67 - $65.18 $300,652 - $394,534
-6,053 Reduced 30.41%
13,854 $720,000
Q1 2022

May 12, 2022
SELL
$58.98 - $72.55 $414,393 - $509,736
-7,026 Reduced 26.09%
19,907 $1.28 Million
Q4 2021

Feb 09, 2022
SELL
$68.19 - $76.33 $356,906 - $399,511
-5,234 Reduced 16.27%
26,933 $1.97 Million
Q3 2021

Nov 10, 2021
SELL
$67.2 - $73.35 $558,700 - $609,831
-8,314 Reduced 20.54%
32,167 $2.22 Million
Q2 2021

Aug 04, 2021
BUY
$62.47 - $69.22 $2.11 Million - $2.33 Million
33,717 Added 498.48%
40,481 $2.79 Million
Q1 2021

May 06, 2021
BUY
$59.71 - $69.62 $70,159 - $81,803
1,175 Added 21.02%
6,764 $2.56 Million
Q4 2020

Feb 03, 2021
BUY
$53.63 - $65.01 $299,738 - $363,340
5,589 New
5,589 $2.14 Million

Others Institutions Holding IMCG

# of Institutions
403
Shares Held
27.2M
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 Db Wealth Management Group, LLC Portfolio

Follow Db Wealth Management Group, LLC 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 Db Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Db Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email