Liberty Wealth Management LLC Ishare Morningstar Mid Cap Gro Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Liberty Wealth Management LLC holds 4,779 shares of IMCG stock, worth $368,460. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,779

Previous 4,769 0.21%

Holding current value

$368,460

Previous $323,000 7.74%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$65.15 - $72.97 $651 - $729	10 Added 0.21%	4,779 $348,000
Q2 2024 Aug 06, 2024	SELL	$65.46 - $70.15 $3,338 - $3,577	-51 Reduced 1.06%	4,769 $323,000
Q1 2024 May 02, 2024	BUY	$62.4 - $70.68 $2,745 - $3,109	44 Added 0.92%	4,820 $341,000
Q4 2023 Feb 08, 2024	BUY	$53.24 - $64.9 $1,437 - $1,752	27 Added 0.57%	4,776 $307,000
Q3 2023 Nov 13, 2023	BUY	$56.42 - $63.15 $51,567 - $57,719	914 Added 23.83%	4,749 $271,000
Q2 2023 Aug 10, 2023	BUY	$55.21 - $60.94 $2,374 - $2,620	43 Added 1.13%	3,835 $233,000
Q1 2023 May 03, 2023	BUY	$53.41 - $60.85 $202,530 - $230,743	3,792 New	3,792 $218,000

Others Institutions Holding IMCG

# of Institutions

322

Shares Held

17.1M

Call Options Held

Put Options Held

View Full List

About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
Sector ETFs
Industry ETFs

More about IMCG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Account

Liberty Wealth Management LLC Ishare Morningstar Mid Cap Gro Transaction History