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 21,683 shares of IMCG stock, worth $1.56 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
21,683
Previous 20,766 4.42%
Holding current value
$1.56 Million
Previous $1.57 Billion 1.25%
% of portfolio
1.21%
Previous 1.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARE MORNINGSTAR MID CAP GRO


  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
Track This Portfolio

Track Jim Saulnier & Associates, LLC Portfolio

Follow Jim Saulnier & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jim Saulnier & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jim Saulnier & Associates, LLC with notifications on news.