Lloyd Advisory Services, Llc. Ishare Morningstar Mid Cap Gro Transaction History

Lloyd Advisory Services, Llc.

  • $104 Million
  • Q2 2025

A detailed history of Lloyd Advisory Services, Llc. transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 18,019 shares of IMCG stock, worth $1.45 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
18,019
Previous 19,310 6.69%
Holding current value
$1.45 Million
Previous $1.38 Million 5.01%
% of portfolio
1.39%
Previous 1.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$63.36 - $80.23 $81,797 - $103,576
-1,291 Reduced 6.69%
18,019 $1.45 Million
Q1 2025

Apr 14, 2025
BUY
$69.69 - $79.99 $1.35 Million - $1.54 Million
19,310 New
19,310 $1.38 Million
Q2 2022

Aug 15, 2022
SELL
$49.67 - $65.18 $48,626 - $63,811
-979 Closed
0 $0
Q1 2022

May 02, 2022
BUY
$58.98 - $72.55 $57,741 - $71,026
979 New
979 $63,000
Q4 2021

Jan 26, 2022
SELL
$68.19 - $76.33 $409 - $457
-6 Closed
0 $0
Q2 2021

Aug 09, 2021
BUY
$62.47 - $69.22 $249 - $276
4 Added 200.0%
6 $0
Q1 2021

May 04, 2021
SELL
$59.71 - $69.62 $382,502 - $445,985
-6,406 Reduced 99.97%
2 $1,000
Q4 2020

Feb 04, 2021
BUY
$53.63 - $65.01 $343,661 - $416,584
6,408 New
6,408 $2.45 Million
Q1 2020

Jun 03, 2020
SELL
$31.41 - $47.63 $43,408 - $65,824
-1,382 Closed
0 $0
Q4 2019

Feb 12, 2020
BUY
$39.47 - $44.02 $54,547 - $60,835
1,382 New
1,382 $364,000

Others Institutions Holding IMCG

# of Institutions
402
Shares Held
22.6M
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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