Kingswood Wealth Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 47,818 shares of IMCG stock, worth $3.67 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
47,818
Previous 15,994 198.97%
Holding current value
$3.67 Million
Previous $1.17 Billion 209.48%
% of portfolio
0.27%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$72.18 - $81.41 $2.3 Million - $2.59 Million
31,824 Added 198.97%
47,818 $3.61 Billion
Q3 2024

Oct 21, 2024
BUY
$65.15 - $72.97 $561,071 - $628,417
8,612 Added 116.66%
15,994 $1.17 Billion
Q2 2024

Jul 09, 2024
BUY
$65.46 - $70.15 $88,174 - $94,492
1,347 Added 22.32%
7,382 $500 Million
Q1 2024

Apr 15, 2024
BUY
$62.4 - $70.68 $376,584 - $426,553
6,035 New
6,035 $427 Million

Others Institutions Holding IMCG

# of Institutions
372
Shares Held
20.9M
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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