Kaizen Financial Strategies Ishare Morningstar Mid Cap Gro Transaction History

Kaizen Financial Strategies

$183 Million
Q2 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 5,113 shares of IMCG stock, worth $417,374. This represents 0.22% of its overall portfolio holdings.

Number of Shares

5,113

Previous 5,804 11.91%

Holding current value

$417,374

Previous $413,000 0.73%

% of portfolio

0.22%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$63.36 - $80.23 $43,781 - $55,438	-691 Reduced 11.91%	5,113 $410,000
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

407

Shares Held

23M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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Kaizen Financial Strategies Ishare Morningstar Mid Cap Gro Transaction History