Jim Saulnier & Associates, LLC Ishare Morningstar Mid Cap Gro Transaction History

Jim Saulnier & Associates, LLC

  • $147 Billion
  • Q2 2025

A detailed history of Jim Saulnier & Associates, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 19,450 shares of IMCG stock, worth $1.59 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
19,450
Previous 21,683 10.3%
Holding current value
$1.59 Million
Previous $1.55 Billion 0.75%
% of portfolio
1.06%
Previous 1.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$63.36 - $80.23 $141,482 - $179,153
-2,233 Reduced 10.3%
19,450 $1.56 Billion
Q1 2025

Apr 21, 2025
BUY
$69.69 - $79.99 $63,905 - $73,350
917 Added 4.42%
21,683 $1.55 Billion
Q4 2024

Jan 22, 2025
BUY
$72.18 - $81.41 $282,873 - $319,045
3,919 Added 23.26%
20,766 $1.57 Billion
Q3 2024

Nov 12, 2024
BUY
$65.15 - $72.97 $1.1 Million - $1.23 Million
16,847 New
16,847 $1.23 Billion

Others Institutions Holding IMCG

# of Institutions
405
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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