A detailed history of Madison Wealth Partners, Inc transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 9,206 shares of IMCG stock, worth $709,782. This represents 0.21% of its overall portfolio holdings.

Number of Shares
9,206
Previous 9,206 -0.0%
Holding current value
$709,782
Previous $623,000 7.7%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Aug 09, 2024

BUY
$65.46 - $70.15 $4,254 - $4,559
65 Added 0.71%
9,206 $623,000
Q1 2024

Apr 29, 2024

SELL
$62.4 - $70.68 $5,865 - $6,643
-94 Reduced 1.02%
9,141 $646,000
Q4 2023

Feb 12, 2024

BUY
$53.24 - $64.9 $17,569 - $21,417
330 Added 3.71%
9,235 $595,000
Q3 2023

Nov 01, 2023

BUY
$56.42 - $63.15 $7,898 - $8,841
140 Added 1.6%
8,905 $508,000
Q2 2023

Jul 20, 2023

BUY
$55.21 - $60.94 $40,082 - $44,242
726 Added 9.03%
8,765 $534,000
Q1 2023

Apr 20, 2023

BUY
$53.41 - $60.85 $105,484 - $120,178
1,975 Added 32.57%
8,039 $462,000
Q4 2022

Jan 24, 2023

BUY
$49.2 - $57.69 $298,348 - $349,832
6,064 New
6,064 $0

Others Institutions Holding IMCG

About ISHARE MORNINGSTAR MID CAP GRO


  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
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