Ifp Advisors, Inc Ishare Morningstar Mid Cap Gro Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

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 5,166 shares of IMCG stock, worth $414,674. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,166

Previous 5,166 -0.0%

Holding current value

$414,674

Previous $365,000 4.38%

% of portfolio

0.01%

Previous 0.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

339

Shares Held

17.1M

Call Options Held

Put Options Held

View Full List

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 Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account