Key Client Fiduciary Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History

Key Client Fiduciary Advisors, LLC

$218 Million
Q2 2025

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 7,820 shares of IMCG stock, worth $647,261. This represents 0.29% of its overall portfolio holdings.

Number of Shares

7,820

Previous 7,411 5.52%

Holding current value

$647,261

Previous $528,000 18.75%

% of portfolio

0.29%

Previous 0.27%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$63.36 - $80.23 $25,914 - $32,814	409 Added 5.52%	7,820 $627,000
Q1 2025 Apr 10, 2025	BUY	$69.69 - $79.99 $89,691 - $102,947	1,287 Added 21.02%	7,411 $528,000
Q4 2024 Jan 17, 2025	BUY	$72.18 - $81.41 $938 - $1,058	13 Added 0.21%	6,124 $462,000
Q3 2024 Oct 18, 2024	BUY	$65.15 - $72.97 $977 - $1,094	15 Added 0.25%	6,111 $445,000
Q2 2024 Jul 16, 2024	BUY	$65.46 - $70.15 $654 - $701	10 Added 0.16%	6,096 $413,000
Q1 2024 Apr 15, 2024	BUY	$62.4 - $70.68 $686 - $777	11 Added 0.18%	6,086 $430,000
Q4 2023 Jan 09, 2024	SELL	$53.24 - $64.9 $17,303 - $21,092	-325 Reduced 5.08%	6,075 $391,000
Q3 2023 Nov 14, 2023	BUY	$56.42 - $63.15 $71,709 - $80,263	1,271 Added 24.78%	6,400 $365,000
Q2 2023 Jul 13, 2023	SELL	$55.21 - $60.94 $607 - $670	-11 Reduced 0.21%	5,129 $312,000
Q1 2023 Apr 25, 2023	BUY	$53.41 - $60.85 $33,381 - $38,031	625 Added 13.84%	5,140 $295,000
Q4 2022 Jan 17, 2023	SELL	$49.2 - $57.69 $40,737 - $47,767	-828 Reduced 15.5%	4,515 $0
Q3 2022 Oct 12, 2022	BUY	$50.31 - $61.06 $20,627 - $25,034	410 Added 8.31%	5,343 $269,000
Q2 2022 Jul 19, 2022	SELL	$49.67 - $65.18 $46,143 - $60,552	-929 Reduced 15.85%	4,933 $256,000
Q1 2022 Apr 18, 2022	BUY	$58.98 - $72.55 $23,179 - $28,512	393 Added 7.19%	5,862 $377,000
Q4 2021 Mar 01, 2022	BUY	$68.19 - $76.33 $372,931 - $417,448	5,469 New	5,469 $401,000

Others Institutions Holding IMCG

# of Institutions

397

Shares Held

23M

Call Options Held

Put Options Held

335

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About ISHARE MORNINGSTAR MID CAP GRO

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Key Client Fiduciary Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History