A detailed history of Iag Wealth Partners, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 170,805 shares of IMCG stock, worth $13.3 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares
170,805
Previous 165,488 3.21%
Holding current value
$13.3 Million
Previous $11.2 Million 11.17%
% of portfolio
2.33%
Previous 2.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$65.15 - $72.97 $346,402 - $387,981
5,317 Added 3.21%
170,805 $12.5 Million
Q2 2024

Jul 16, 2024

BUY
$65.46 - $70.15 $393,676 - $421,882
6,014 Added 3.77%
165,488 $11.2 Million
Q1 2024

Apr 24, 2024

BUY
$62.4 - $70.68 $433,180 - $490,660
6,942 Added 4.55%
159,474 $11.3 Million
Q4 2023

Feb 02, 2024

BUY
$53.24 - $64.9 $8.12 Million - $9.9 Million
152,532 New
152,532 $9.83 Million

Others Institutions Holding IMCG

About ISHARE MORNINGSTAR MID CAP GRO


  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
Track This Portfolio

Track Iag Wealth Partners, LLC Portfolio

Follow Iag Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iag Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.