Kellett Schaffner Wealth Advisors LLC Ishare Morningstar Mid Cap Gro Transaction History

Kellett Schaffner Wealth Advisors LLC

  • $114 Million
  • Q1 2025

A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 52,597 shares of IMCG stock, worth $3.78 Million. This represents 3.31% of its overall portfolio holdings.

Number of Shares
52,597
Previous 50,026 5.14%
Holding current value
$3.78 Million
Previous $3.78 Million 0.56%
% of portfolio
3.31%
Previous 3.35%

Shares

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

Apr 23, 2025
BUY
$69.69 - $79.99 $179,172 - $205,654
2,571 Added 5.14%
52,597 $3.76 Million
Q4 2024

Feb 04, 2025
BUY
$72.18 - $81.41 $202,248 - $228,110
2,802 Added 5.93%
50,026 $3.78 Million
Q3 2024

Oct 21, 2024
BUY
$65.15 - $72.97 $240,142 - $268,967
3,686 Added 8.47%
47,224 $3.45 Million
Q2 2024

Aug 09, 2024
BUY
$65.46 - $70.15 $2.85 Million - $3.05 Million
43,538 New
43,538 $2.95 Million

Others Institutions Holding IMCG

# of Institutions
389
Shares Held
22.8M
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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