Ifg Advisory, LLC Ishare Morningstar Mid Cap Gro Transaction History

Ifg Advisory, LLC

$1.54 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$65.46 - $70.15 $453,572 - $486,069	6,929 New	6,929 $469,000
Q3 2023 Nov 13, 2023	BUY	$56.42 - $63.15 $386,589 - $432,703	6,852 New	6,852 $391,000
Q1 2023 Apr 26, 2023	BUY	$53.41 - $60.85 $59,498 - $67,786	1,114 Added 18.83%	7,030 $404,000
Q4 2022 Jan 31, 2023	BUY	$49.2 - $57.69 $3,444 - $4,038	70 Added 1.2%	5,916 $318,000
Q1 2022 May 04, 2022	BUY	$58.98 - $72.55 $110,174 - $135,523	1,868 Added 46.96%	5,846 $375,000
Q2 2021 Jul 21, 2021	BUY	$62.47 - $69.22 $207,088 - $229,464	3,315 Added 500.0%	3,978 $274,000
Q4 2020 Feb 08, 2021	SELL	$53.63 - $65.01 $7,347 - $8,906	-137 Reduced 17.13%	663 $253,000
Q2 2020 Aug 10, 2020	BUY	$34.76 - $49.01 $27,808 - $39,208	800 New	800 $234,000
Q1 2020 May 11, 2020	SELL	$31.41 - $47.63 $25,128 - $38,104	-800 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$39.47 - $44.02 $31,576 - $35,216	800 New	800 $210,000

Others Institutions Holding IMCG

# of Institutions

322

Shares Held

17M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

1.05M
Shares

$81 Million
0.02% of portfolio
Morgan Stanley New York, NY

920K
Shares

$71 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

917K
Shares

$70.7 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

722K
Shares

$55.7 Million
0.05% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

696K
Shares

$53.6 Million
0.07% of portfolio

About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
Sector ETFs
Industry ETFs

More about IMCG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ifg Advisory, LLC with notifications on news.