Diversify Advisory Services, LLC Ishare Morningstar Mid Cap Gro Transaction History

Diversify Advisory Services, LLC

  • $1.6 Trillion
  • Q1 2025

A detailed history of Diversify Advisory Services, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 17,345 shares of IMCG stock, worth $1.41 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
17,345
Previous 15,474 12.09%
Holding current value
$1.41 Million
Previous $1.17 Billion 6.93%
% of portfolio
0.08%
Previous 0.06%

Shares

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

May 05, 2025
BUY
$69.69 - $79.99 $130,389 - $149,661
1,871 Added 12.09%
17,345 $1.25 Billion
Q4 2024

Jan 16, 2025
BUY
$72.18 - $81.41 $213,869 - $241,217
2,963 Added 23.68%
15,474 $1.17 Billion
Q3 2024

Oct 24, 2024
SELL
$65.15 - $72.97 $253,368 - $283,780
-3,889 Reduced 23.71%
12,511 $926 Million
Q2 2024

Jul 12, 2024
BUY
$65.46 - $70.15 $32,795 - $35,145
501 Added 3.15%
16,400 $1.11 Billion
Q1 2024

Apr 30, 2024
BUY
$62.4 - $70.68 $992,097 - $1.12 Million
15,899 New
15,899 $1.12 Billion

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
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