Ifp Advisors, Inc Ishare Morningstar Mid Cap Gro Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

A detailed history of Ifp Advisors, Inc transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Ifp Advisors, Inc holds 6,410 shares of IMCG stock, worth $523,248. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,410

Previous 16,690 61.59%

Holding current value

$523,248

Previous $1.19 Million 56.88%

% of portfolio

0.02%

Previous 0.04%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$63.36 - $80.23 $651,340 - $824,764	-10,280 Reduced 61.59%	6,410 $514,000
Q1 2025 May 05, 2025	SELL	$69.69 - $79.99 $162,238 - $186,216	-2,328 Reduced 12.24%	16,690 $1.19 Million
Q4 2024 Feb 04, 2025	BUY	$72.18 - $81.41 $1.06 Million - $1.2 Million	14,752 Added 345.8%	19,018 $1.44 Million
Q3 2024 Feb 04, 2025	SELL	$65.15 - $72.97 $58,635 - $65,673	-900 Reduced 17.42%	4,266 $311,000
Q1 2024 Jul 30, 2024	BUY	$62.4 - $70.68 $10,483 - $11,874	168 Added 3.36%	5,166 $365,000
Q4 2023 Jan 09, 2024	SELL	$53.24 - $64.9 $627,167 - $764,522	-11,780 Reduced 70.21%	4,998 $322,000
Q3 2023 Oct 12, 2023	BUY	$56.42 - $63.15 $74,982 - $83,926	1,329 Added 8.6%	16,778 $958,000
Q2 2023 Aug 04, 2023	BUY	$55.21 - $60.94 $43,174 - $47,655	782 Added 5.33%	15,449 $941,000
Q1 2023 Apr 18, 2023	SELL	$53.41 - $60.85 $91,224 - $103,931	-1,708 Reduced 10.43%	14,667 $844,000
Q4 2022 Feb 07, 2023	SELL	$49.2 - $57.69 $99,236 - $116,360	-2,017 Reduced 10.97%	16,375 $3.57 Million
Q3 2022 Nov 08, 2022	BUY	$50.31 - $61.06 $48,297 - $58,617	960 Added 5.51%	18,392 $4.01 Million
Q2 2022 Sep 06, 2022	BUY	$49.67 - $65.18 $865,847 - $1.14 Million	17,432 New	17,432 $3.8 Million
Q2 2022 Aug 12, 2022	SELL	$49.67 - $65.18 $865,847 - $1.14 Million	-17,432 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$58.98 - $72.55 $106,576 - $131,097	1,807 Added 11.56%	17,432 $1.12 Million
Q1 2022 Aug 08, 2022	BUY	$58.98 - $72.55 $364,496 - $448,359	6,180 Added 65.43%	15,625 $1 Million
Q4 2021 Jan 12, 2022	BUY	$68.19 - $76.33 $13,228 - $14,808	194 Added 2.1%	9,445 $692,000
Q3 2021 Oct 06, 2021	BUY	$67.2 - $73.35 $201,667 - $220,123	3,001 Added 48.02%	9,251 $638,000
Q2 2021 Jul 13, 2021	BUY	$62.47 - $69.22 $335,214 - $371,434	5,366 Added 607.01%	6,250 $429,000
Q1 2021 Apr 30, 2021	SELL	$59.71 - $69.62 $34,512 - $40,240	-578 Reduced 39.53%	884 $335,000
Q4 2020 Jan 25, 2021	BUY	$53.63 - $65.01 $19,038 - $23,078	355 Added 32.07%	1,462 $559,000
Q3 2020 Oct 29, 2020	BUY	$49.18 - $55.94 $40,524 - $46,094	824 Added 291.17%	1,107 $355,000
Q2 2020 Aug 05, 2020	BUY	$34.76 - $49.01 $1,181 - $1,666	34 Added 13.65%	283 $82,000
Q1 2020 May 12, 2020	BUY	$31.41 - $47.63 $7,821 - $11,859	249 New	249 $55,000
Q1 2019 May 15, 2019	SELL	$31.39 - $39.56 $2,636 - $3,323	-84 Closed	0 $0
Q4 2018 Jan 23, 2019	BUY	$30.16 - $38.97 $150 - $194	5 Added 6.33%	84 $2,000
Q1 2017 Jun 03, 2019	BUY	N/A	24 Added 43.64%	79 $14,000
Q4 2016 Jun 03, 2019	BUY	N/A	55	55 $9,000

Others Institutions Holding IMCG

# of Institutions

407

Shares Held

23M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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