Ibex Wealth Advisors Ishare Morningstar Mid Cap Gro Transaction History
Ibex Wealth Advisors
- $728 Million
- Q1 2025
A detailed history of Ibex Wealth Advisors transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Ibex Wealth Advisors holds 20,428 shares of IMCG stock, worth $1.64 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
20,428
Previous 22,205
8.0%
Holding current value
$1.64 Million
Previous $1.68 Million
13.18%
% of portfolio
0.2%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding IMCG
# of Institutions
396Shares Held
22.9MCall Options Held
0Put Options Held
335-
Lpl Financial LLC Fort Mill, SC2.01MShares$161 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$147 Million0.04% of portfolio
-
Morgan Stanley New York, NY971KShares$77.8 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL943KShares$75.6 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO727KShares$58.3 Million0.04% of portfolio