Financial Perspectives, Inc Ishare Morningstar Mid Cap Gro Transaction History

Financial Perspectives, Inc

$298 Billion
Q4 2024

A detailed history of Financial Perspectives, Inc transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Financial Perspectives, Inc holds 1,390 shares of IMCG stock, worth $110,824. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,390

Previous 1,387 0.22%

Holding current value

$110,824

Previous $101 Million 3.74%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$72.18 - $81.41 $216 - $244	3 Added 0.22%	1,390 $105 Million
Q3 2024 Oct 17, 2024	BUY	$65.15 - $72.97 $195 - $218	3 Added 0.22%	1,387 $101 Million
Q2 2024 Aug 09, 2024	BUY	$65.46 - $70.15 $130 - $140	2 Added 0.14%	1,384 $93.8 Million
Q1 2024 Apr 19, 2024	BUY	$62.4 - $70.68 $187 - $212	3 Added 0.22%	1,382 $97.7 Million
Q4 2023 Feb 01, 2024	BUY	$53.24 - $64.9 $372 - $454	7 Added 0.51%	1,379 $88.9 Million
Q2 2023 Jan 09, 2024	BUY	$55.21 - $60.94 $165 - $182	3 Added 0.22%	1,372 $83.6 Million
Q1 2023 Jan 09, 2024	BUY	$53.41 - $60.85 $160 - $182	3 Added 0.22%	1,369 $78.8 Million
Q4 2022 Jan 09, 2024	BUY	$49.2 - $57.69 $67,207 - $78,804	1,366 New	1,366 $73.6 Million
Q4 2021 Jan 09, 2024	SELL	$68.19 - $76.33 $169,383 - $189,603	-2,484 Closed	0 $0
Q2 2021 Jan 09, 2024	SELL	$62.47 - $69.22 $9.62 Million - $10.7 Million	-154,070 Reduced 98.41%	2,484 $171 Million
Q1 2021 Jan 09, 2024	BUY	$59.71 - $69.62 $9.35 Million - $10.9 Million	156,554 New	156,554 $414,000

Others Institutions Holding IMCG

# of Institutions

360

Shares Held

18.8M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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Financial Perspectives, Inc Ishare Morningstar Mid Cap Gro Transaction History