Merit Financial Group, LLC Ishare Morningstar Mid Cap Gro Transaction History

Merit Financial Group, LLC

$5.49 Billion
Q4 2024

A detailed history of Merit Financial Group, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Merit Financial Group, LLC holds 43,193 shares of IMCG stock, worth $3.36 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

43,193

Previous 43,175 0.04%

Holding current value

$3.36 Million

Previous $3.15 Million 3.56%

% of portfolio

0.06%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$72.18 - $81.41 $1,299 - $1,465	18 Added 0.04%	43,193 $3.26 Million
Q3 2024 Oct 17, 2024	BUY	$65.15 - $72.97 $1.23 Million - $1.38 Million	18,939 Added 78.14%	43,175 $3.15 Million
Q2 2024 Aug 13, 2024	SELL	$65.46 - $70.15 $20,881 - $22,377	-319 Reduced 1.3%	24,236 $1.64 Million
Q1 2024 May 06, 2024	SELL	$62.4 - $70.68 $104,208 - $118,035	-1,670 Reduced 6.37%	24,555 $1.74 Million
Q4 2023 Feb 06, 2024	BUY	$53.24 - $64.9 $777,144 - $947,345	14,597 Added 125.53%	26,225 $1.69 Million
Q3 2023 Nov 07, 2023	BUY	$56.42 - $63.15 $7,221 - $8,083	128 Added 1.11%	11,628 $664,000
Q2 2023 Aug 01, 2023	SELL	$55.21 - $60.94 $78,619 - $86,778	-1,424 Reduced 11.02%	11,500 $700,000
Q1 2023 Apr 24, 2023	SELL	$53.41 - $60.85 $436,359 - $497,144	-8,170 Reduced 38.73%	12,924 $743,000
Q4 2022 Jan 13, 2023	BUY	$49.2 - $57.69 $158,227 - $185,531	3,216 Added 17.99%	21,094 $0
Q3 2022 Oct 31, 2022	BUY	$50.31 - $61.06 $899,442 - $1.09 Million	17,878 New	17,878 $901,000

Others Institutions Holding IMCG

# of Institutions

341

Shares Held

17.1M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

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Merit Financial Group, LLC Ishare Morningstar Mid Cap Gro Transaction History