Lex Aurum Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History

Lex Aurum Advisors, LLC

$430 Million
Q3 2024

A detailed history of Lex Aurum Advisors, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Lex Aurum Advisors, LLC holds 4,982 shares of IMCG stock, worth $384,112. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,982

Previous 6,112 18.49%

Holding current value

$384,112

Previous $414,000 12.32%

% of portfolio

0.08%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$65.15 - $72.97 $73,619 - $82,456	-1,130 Reduced 18.49%	4,982 $363,000
Q2 2024 Jul 15, 2024	BUY	$65.46 - $70.15 $25,202 - $27,007	385 Added 6.72%	6,112 $414,000
Q1 2024 Apr 10, 2024	BUY	$62.4 - $70.68 $12,043 - $13,641	193 Added 3.49%	5,727 $404,000
Q4 2023 Jan 10, 2024	BUY	$53.24 - $64.9 $14,853 - $18,107	279 Added 5.31%	5,534 $356,000
Q3 2023 Oct 16, 2023	SELL	$56.42 - $63.15 $2,087 - $2,336	-37 Reduced 0.7%	5,255 $300,000
Q2 2023 Jul 25, 2023	BUY	$55.21 - $60.94 $5,631 - $6,215	102 Added 1.97%	5,292 $322,000
Q1 2023 Apr 11, 2023	BUY	$53.41 - $60.85 $4,326 - $4,928	81 Added 1.59%	5,190 $298,000
Q4 2022 Jan 23, 2023	BUY	$49.2 - $57.69 $9,741 - $11,422	198 Added 4.03%	5,109 $0
Q3 2022 Oct 17, 2022	BUY	$50.31 - $61.06 $247,072 - $299,865	4,911 New	4,911 $247,000

Others Institutions Holding IMCG

# of Institutions

322

Shares Held

17M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

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Lex Aurum Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History