Madison Wealth Partners, Inc Ishare Morningstar Mid Cap Gro Transaction History

Madison Wealth Partners, Inc

  • $271 Million
  • Q1 2024

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 9,141 shares of IMCG stock, worth $626,889. This represents 0.24% of its overall portfolio holdings.

Number of Shares
9,141
Previous 9,235 1.02%
Holding current value
$626,889
Previous $595,000 8.57%
% of portfolio
0.24%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$52.2 - $57.69 $316,540 - $349,832
6,064 New
6,064 $0

Others Institutions Holding IMCG

# of Institutions
309
Shares Held
16M
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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