Kaizen Financial Strategies Ishare Morningstar Mid Cap Gro Transaction History

Kaizen Financial Strategies

  • $162 Million
  • Q1 2025

A detailed history of Kaizen Financial Strategies transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Kaizen Financial Strategies holds 5,804 shares of IMCG stock, worth $413,767. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,804
Previous 6,099 4.84%
Holding current value
$413,767
Previous $460,000 10.22%
% of portfolio
0.26%
Previous 0.28%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
$69.69 - $79.99 $20,558 - $23,597
-295 Reduced 4.84%
5,804 $413,000
Q4 2024

Feb 14, 2025
BUY
$72.18 - $81.41 $37,100 - $41,844
514 Added 9.2%
6,099 $460,000
Q3 2024

Nov 04, 2024
BUY
$65.15 - $72.97 $33,487 - $37,506
514 Added 10.14%
5,585 $407,000
Q2 2024

Aug 02, 2024
BUY
$65.46 - $70.15 $523 - $561
8 Added 0.16%
5,071 $343,000
Q1 2024

May 02, 2024
BUY
$62.4 - $70.68 $50,419 - $57,109
808 Added 18.99%
5,063 $357,000
Q4 2023

Jan 18, 2024
BUY
$53.24 - $64.9 $1,171 - $1,427
22 Added 0.52%
4,255 $274,000
Q2 2023

Aug 07, 2023
BUY
$55.21 - $60.94 $233,703 - $257,959
4,233 New
4,233 $257,000

Others Institutions Holding IMCG

# of Institutions
382
Shares Held
21.2M
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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