Kingsview Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History

Kingsview Wealth Management, LLC

  • $3.97 Billion
  • Q2 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 68,923 shares of IMCG stock, worth $5.03 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
68,923
Previous 19,383 255.58%
Holding current value
$5.03 Million
Previous $1.37 Million 241.05%
% of portfolio
0.12%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$65.46 - $70.15 $3.24 Million - $3.48 Million
49,540 Added 255.58%
68,923 $4.67 Million
Q1 2024

May 09, 2024
BUY
$62.4 - $70.68 $271,003 - $306,963
4,343 Added 28.88%
19,383 $1.37 Million
Q4 2023

Feb 08, 2024
BUY
$53.24 - $64.9 $258,107 - $314,635
4,848 Added 47.57%
15,040 $969,000
Q3 2023

Nov 07, 2023
BUY
$56.42 - $63.15 $165,987 - $185,787
2,942 Added 40.58%
10,192 $582,000
Q2 2023

Aug 10, 2023
BUY
$55.21 - $60.94 $168,887 - $186,415
3,059 Added 72.99%
7,250 $441,000
Q1 2023

May 15, 2023
BUY
$53.41 - $60.85 $223,841 - $255,022
4,191 New
4,191 $241,000
Q2 2022

Aug 16, 2022
SELL
$49.67 - $65.18 $597,331 - $783,854
-12,026 Closed
0 $0
Q1 2022

Feb 08, 2024
SELL
$58.98 - $72.55 $242,053 - $297,745
-4,104 Reduced 27.29%
10,936 $702,000
Q4 2021

Feb 17, 2022
SELL
$68.19 - $76.33 $7,910 - $8,854
-116 Reduced 0.96%
12,026 $881,000
Q3 2021

Dec 03, 2021
BUY
$67.2 - $73.35 $46,166 - $50,391
687 Added 6.0%
12,142 $836,000
Q2 2021

Aug 17, 2021
BUY
$62.47 - $69.22 $677,674 - $750,898
10,848 Added 1787.15%
11,455 $794,000
Q1 2021

May 24, 2021
BUY
$59.71 - $69.62 $36,243 - $42,259
607 New
607 $233,000

Others Institutions Holding IMCG

# of Institutions
321
Shares Held
17M
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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