Horizon Family Wealth, Inc. Ishare Morningstar Mid Cap Gro Transaction History

Horizon Family Wealth, Inc.

$151 Million
Q2 2025

A detailed history of Horizon Family Wealth, Inc. transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 3,845 shares of IMCG stock, worth $308,445. This represents 0.2% of its overall portfolio holdings.

Number of Shares

3,845

Previous 3,838 0.18%

Holding current value

$308,445

Previous $274,000 12.41%

% of portfolio

0.2%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$63.36 - $80.23 $443 - $561	7 Added 0.18%	3,845 $308,000
Q1 2025 May 09, 2025	SELL	$69.69 - $79.99 $74,080 - $85,029	-1,063 Reduced 21.69%	3,838 $274,000
Q4 2024 Feb 11, 2025	BUY	$72.18 - $81.41 $77,737 - $87,678	1,077 Added 28.16%	4,901 $370,000
Q3 2024 Nov 14, 2024	BUY	$65.15 - $72.97 $651 - $729	10 Added 0.26%	3,824 $279,000
Q2 2024 Aug 07, 2024	BUY	$65.46 - $70.15 $261 - $280	4 Added 0.1%	3,814 $258,000
Q1 2024 May 09, 2024	SELL	$62.4 - $70.68 $1.3 Million - $1.48 Million	-20,896 Reduced 84.58%	3,810 $269,000
Q4 2023 Feb 07, 2024	BUY	$53.24 - $64.9 $164,192 - $200,151	3,084 Added 14.26%	24,706 $1.59 Million
Q3 2023 Nov 15, 2023	BUY	$56.42 - $63.15 $1.22 Million - $1.37 Million	21,622 New	21,622 $1.24 Million

Others Institutions Holding IMCG

# of Institutions

396

Shares Held

22.2M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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Horizon Family Wealth, Inc. Ishare Morningstar Mid Cap Gro Transaction History