Foundations Investment Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 5,153 shares of IMCG stock, worth $402,913. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,153
Previous 38,006 86.44%
Holding current value
$402,913
Previous $2.87 Million 87.18%
% of portfolio
0.01%
Previous 0.06%

Shares

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

May 07, 2025
SELL
$69.69 - $79.99 $2.29 Million - $2.63 Million
-32,853 Reduced 86.44%
5,153 $368,000
Q4 2024

Jan 22, 2025
BUY
$72.18 - $81.41 $2.54 Million - $2.86 Million
35,171 Added 1240.6%
38,006 $2.87 Million
Q3 2024

Oct 21, 2024
BUY
$65.15 - $72.97 $184,700 - $206,869
2,835 New
2,835 $206,000
Q1 2024

May 13, 2024
BUY
$62.4 - $70.68 $192,628 - $218,189
3,087 New
3,087 $218,000

Others Institutions Holding IMCG

# of Institutions
393
Shares Held
22.9M
Call Options Held
0
Put Options Held
335
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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