Diversify Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025

A detailed history of Diversify Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 40,603 shares of IMCG stock, worth $3.37 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
40,603
Previous 38,573 5.26%
Holding current value
$3.37 Million
Previous $2.77 Billion 18.37%
% of portfolio
0.2%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$63.36 - $80.23 $128,620 - $162,866
2,030 Added 5.26%
40,603 $3.28 Billion
Q1 2025

Apr 30, 2025
BUY
$69.69 - $79.99 $1.06 Million - $1.21 Million
15,172 Added 64.83%
38,573 $2.77 Billion
Q4 2024

Jan 16, 2025
BUY
$72.18 - $81.41 $277,387 - $312,858
3,843 Added 19.65%
23,401 $1.76 Billion
Q3 2024

Oct 25, 2024
BUY
$65.15 - $72.97 $1.27 Million - $1.43 Million
19,558 New
19,558 $1.44 Billion

Others Institutions Holding IMCG

# of Institutions
405
Shares Held
22.8M
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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