Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishare Morningstar Mid Cap Gro Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 547,910 shares of IMCG stock, worth $42.6 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares

547,910

Previous 523,543 4.65%

Holding current value

$42.6 Million

Previous $35.5 Million 12.71%

% of portfolio

1.65%

Previous 1.58%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$65.15 - $72.97 $1.59 Million - $1.78 Million	24,367 Added 4.65%	547,910 $40 Million
Q2 2024 Aug 13, 2024	BUY	$65.46 - $70.15 $10.2 Million - $11 Million	156,496 Added 42.64%	523,543 $35.5 Million
Q1 2024 Apr 30, 2024	BUY	$62.4 - $70.68 $11.8 Million - $13.4 Million	189,430 Added 106.65%	367,047 $25.9 Million
Q4 2023 Jan 30, 2024	BUY	$53.24 - $64.9 $9.46 Million - $11.5 Million	177,617 New	177,617 $11.4 Million

Others Institutions Holding IMCG

# of Institutions

338

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 Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Account

Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishare Morningstar Mid Cap Gro Transaction History