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

Key Client Fiduciary Advisors, LLC

  • $201 Million
  • Q3 2024

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 6,111 shares of IMCG stock, worth $475,374. This represents 0.22% of its overall portfolio holdings.

Number of Shares
6,111
Previous 6,096 0.25%
Holding current value
$475,374
Previous $413,000 7.75%
% of portfolio
0.22%
Previous 0.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
338
Shares Held
17.1M
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
Track This Portfolio

Track Key Client Fiduciary Advisors, LLC Portfolio

Follow Key Client Fiduciary Advisors, 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 Key Client Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Key Client Fiduciary Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email