A detailed history of Iht Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Iht Wealth Management, LLC holds 9,138 shares of IMCG stock, worth $700,244. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,138
Previous 9,406 2.85%
Holding current value
$700,244
Previous $637,000 4.55%
% of portfolio
0.02%
Previous 0.02%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$65.15 - $72.97 $17,460 - $19,555
-268 Reduced 2.85%
9,138 $666,000
Q2 2024

Aug 14, 2024

BUY
$65.46 - $70.15 $59,764 - $64,046
913 Added 10.75%
9,406 $637,000
Q1 2024

May 15, 2024

BUY
$62.4 - $70.68 $46,800 - $53,010
750 Added 9.69%
8,493 $600,000
Q4 2023

Feb 14, 2024

BUY
$53.24 - $64.9 $9,317 - $11,357
175 Added 2.31%
7,743 $499,000
Q3 2023

Nov 14, 2023

SELL
$56.42 - $63.15 $26,178 - $29,301
-464 Reduced 5.78%
7,568 $432,000
Q1 2023

May 15, 2023

SELL
$53.41 - $60.85 $54,905 - $62,553
-1,028 Reduced 11.35%
8,032 $462,000
Q4 2022

Feb 14, 2023

BUY
$49.2 - $57.69 $147 - $173
3 Added 0.03%
9,060 $488,000
Q3 2022

Nov 22, 2022

BUY
$50.31 - $61.06 $6,389 - $7,754
127 Added 1.42%
9,057 $456,000
Q2 2022

Aug 15, 2022

BUY
$49.67 - $65.18 $49,719 - $65,245
1,001 Added 12.62%
8,930 $464,000
Q1 2022

May 16, 2022

SELL
$58.98 - $72.55 $56,502 - $69,502
-958 Reduced 10.78%
7,929 $510,000
Q4 2021

Feb 14, 2022

SELL
$68.19 - $76.33 $22,161 - $24,807
-325 Reduced 3.53%
8,887 $651,000
Q3 2021

Nov 15, 2021

BUY
$67.2 - $73.35 $67 - $73
1 Added 0.01%
9,212 $635,000
Q2 2021

Aug 16, 2021

BUY
$62.47 - $69.22 $477,957 - $529,602
7,651 Added 490.45%
9,211 $635,000
Q1 2021

May 18, 2021

SELL
$59.71 - $69.62 $7,762 - $9,050
-130 Reduced 7.69%
1,560 $590,000
Q4 2020

Feb 17, 2021

BUY
$53.63 - $65.01 $4,022 - $4,875
75 Added 4.64%
1,690 $646,000
Q3 2020

Nov 19, 2020

BUY
$49.18 - $55.94 $5,163 - $5,873
105 Added 6.95%
1,615 $518,000
Q2 2020

Aug 14, 2020

BUY
$34.76 - $49.01 $10,914 - $15,389
314 Added 26.25%
1,510 $443,000
Q1 2020

May 13, 2020

SELL
$31.41 - $47.63 $785 - $1,190
-25 Reduced 2.05%
1,196 $261,000
Q4 2019

Feb 18, 2020

BUY
$39.47 - $44.02 $2,999 - $3,345
76 Added 6.64%
1,221 $321,000
Q3 2019

Nov 15, 2019

BUY
$40.09 - $43.26 $1,964 - $2,119
49 Added 4.47%
1,145 $279,000
Q2 2019

Aug 12, 2019

BUY
$38.77 - $42.2 $3,644 - $3,966
94 Added 9.38%
1,096 $276,000
Q1 2019

May 16, 2019

BUY
$31.39 - $39.56 $31,452 - $39,639
1,002 New
1,002 $236,000
Q4 2018

Feb 15, 2019

SELL
$30.16 - $38.97 $28,652 - $37,021
-950 Closed
0 $0
Q2 2018

Aug 13, 2018

BUY
$33.65 - $37.79 $5,215 - $5,857
155 Added 19.5%
950 $208,000
Q1 2018

May 15, 2018

SELL
$32.87 - $36.43 $6,343 - $7,030
-193 Reduced 19.53%
795 $161,000
Q4 2017

Feb 14, 2018

BUY
$31.76 - $33.75 $17,436 - $18,528
549 Added 125.06%
988 $207,000
Q3 2017

Nov 14, 2017

BUY
$31.22 - $31.61 $13,705 - $13,876
439
439 $85,000

Others Institutions Holding IMCG

About ISHARE MORNINGSTAR MID CAP GRO


  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
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