Hrc Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History

Hrc Wealth Management, LLC

$168 Billion
Q4 2024

A detailed history of Hrc Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Hrc Wealth Management, LLC holds 13,700 shares of IMCG stock, worth $978,865. This represents 0.61% of its overall portfolio holdings.

Number of Shares

13,700

Previous 13,004 5.35%

Holding current value

$978,865

Previous $949 Million 9.05%

% of portfolio

0.61%

Previous 0.61%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$72.18 - $81.41 $50,237 - $56,661	696 Added 5.35%	13,700 $1.03 Billion
Q3 2024 Nov 12, 2024	BUY	$65.15 - $72.97 $1,628 - $1,824	25 Added 0.19%	13,004 $949 Million
Q2 2024 Jul 25, 2024	SELL	$65.46 - $70.15 $16,103 - $17,256	-246 Reduced 1.86%	12,979 $879 Million
Q1 2024 May 13, 2024	SELL	$62.4 - $70.68 $172,972 - $195,924	-2,772 Reduced 17.33%	13,225 $935 Million
Q4 2023 Feb 12, 2024	BUY	$53.24 - $64.9 $851,680 - $1.04 Million	15,997 New	15,997 $1.03 Billion

Others Institutions Holding IMCG

# of Institutions

379

Shares Held

21.2M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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Hrc Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History