Gladstone Institutional Advisory LLC Ishare Morningstar Mid Cap Gro Transaction History

Gladstone Institutional Advisory LLC

  • $2.07 Billion
  • Q1 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 5,778 shares of IMCG stock, worth $463,511. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,778
Previous 29,470 80.39%
Holding current value
$463,511
Previous $2.23 Million 81.48%
% of portfolio
0.02%
Previous 0.11%

Shares

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

May 15, 2025
SELL
$69.69 - $79.99 $1.65 Million - $1.9 Million
-23,692 Reduced 80.39%
5,778 $412,000
Q4 2024

Jan 29, 2025
BUY
$72.18 - $81.41 $1.76 Million - $1.98 Million
24,362 Added 476.94%
29,470 $2.23 Million
Q3 2024

Oct 28, 2024
SELL
$65.15 - $72.97 $195 - $218
-3 Reduced 0.06%
5,108 $372,000
Q2 2024

Aug 02, 2024
SELL
$65.46 - $70.15 $31,944 - $34,233
-488 Reduced 8.72%
5,111 $346,000
Q1 2024

May 14, 2024
SELL
$62.4 - $70.68 $26,707 - $30,251
-428 Reduced 7.1%
5,599 $395,000
Q4 2023

Feb 09, 2024
BUY
$53.24 - $64.9 $32,636 - $39,783
613 Added 11.32%
6,027 $388,000
Q3 2023

Nov 13, 2023
BUY
$56.42 - $63.15 $305,457 - $341,894
5,414 New
5,414 $309,000
Q2 2021

Aug 13, 2021
SELL
$62.47 - $69.22 $208,274 - $230,779
-3,334 Closed
0 $0
Q1 2021

Jan 27, 2023
SELL
$59.71 - $69.62 $107,955 - $125,872
-1,808 Reduced 35.16%
3,334 $1.26 Million
Q1 2021

May 17, 2021
SELL
$59.71 - $69.62 $107,955 - $125,872
-1,808 Reduced 35.16%
3,334 $1.26 Million
Q4 2020

Jan 27, 2023
BUY
$53.63 - $65.01 $275,765 - $334,281
5,142 New
5,142 $1.97 Million
Q4 2020

Feb 16, 2021
BUY
$53.63 - $65.01 $275,765 - $334,281
5,142 New
5,142 $1.97 Million
Q1 2020

May 14, 2020
SELL
$31.41 - $47.63 $30,718 - $46,582
-978 Closed
0 $0
Q4 2019

Feb 12, 2020
SELL
$39.47 - $44.02 $33,825 - $37,725
-857 Reduced 46.7%
978 $257,000
Q3 2019

Nov 13, 2019
SELL
$40.09 - $43.26 $33,074 - $35,689
-825 Reduced 31.02%
1,835 $447,000
Q2 2019

Aug 14, 2019
BUY
$38.77 - $42.2 $59,318 - $64,566
1,530 Added 135.4%
2,660 $669,000
Q4 2018

Feb 13, 2019
BUY
$30.16 - $38.97 $34,080 - $44,036
1,130 New
1,130 $220,000

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
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More about IMCG
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