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

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 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 557,968 shares of IMCG stock, worth $44.3 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

557,968

Previous 547,910 1.84%

Holding current value

$44.3 Million

Previous $40 Million 5.41%

% of portfolio

1.6%

Previous 1.65%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$72.18 - $81.41 $725,986 - $818,821	10,058 Added 1.84%	557,968 $42.1 Million
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

343

Shares Held

17.2M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

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