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 $1.58 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
20,428
Previous 22,205 8.0%
Holding current value
$1.58 Million
Previous $1.68 Million 13.18%
% of portfolio
0.2%
Previous 0.21%

Shares

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

Apr 15, 2025
SELL
$69.69 - $79.99 $123,839 - $142,142
-1,777 Reduced 8.0%
20,428 $1.46 Million
Q4 2024

Jan 23, 2025
BUY
$72.18 - $81.41 $1.6 Million - $1.81 Million
22,205 New
22,205 $1.68 Million

Others Institutions Holding IMCG

# of Institutions
391
Shares Held
22.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARE MORNINGSTAR MID CAP GRO

IMCG Quotes by TradingView
  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
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