Elevation Capital Advisory, LLC Ishare Morningstar Mid Cap Gro Transaction History

Elevation Capital Advisory, LLC

  • $249 Billion
  • Q2 2025

A detailed history of Elevation Capital Advisory, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Elevation Capital Advisory, LLC holds 4,913 shares of IMCG stock, worth $394,120. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,913
Previous 122,260 95.98%
Holding current value
$394,120
Previous $8.73 Billion 95.49%
% of portfolio
0.16%
Previous 3.81%

Shares

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

Jul 29, 2025
SELL
$63.36 - $80.23 $7.44 Million - $9.41 Million
-117,347 Reduced 95.98%
4,913 $394 Million
Q1 2025

May 12, 2025
BUY
$69.69 - $79.99 $8.52 Million - $9.78 Million
122,260 New
122,260 $8.73 Billion
Q3 2024

Nov 04, 2024
BUY
$65.15 - $72.97 $8.4 Million - $9.41 Million
128,942 New
128,942 $9.41 Billion

Others Institutions Holding IMCG

# of Institutions
396
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
Track This Portfolio

Track Elevation Capital Advisory, LLC Portfolio

Follow Elevation Capital Advisory, 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 Elevation Capital Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elevation Capital Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email