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

Diversify Advisory Services, LLC

$2.61 Trillion
Q2 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 16,655 shares of IMCG stock, worth $1.35 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

16,655

Previous 17,345 3.98%

Holding current value

$1.35 Million

Previous $1.25 Billion 7.98%

% of portfolio

0.05%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$63.36 - $80.23 $43,718 - $55,358	-690 Reduced 3.98%	16,655 $1.35 Billion
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

404

Shares Held

26.2M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

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