Orgel Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History

Orgel Wealth Management, LLC

$3.93 Billion
Q2 2025

A detailed history of Orgel Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 295,906 shares of IMCG stock, worth $23.7 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

295,906

Previous 300,058 1.38%

Holding current value

$23.7 Million

Previous $21.4 Million 10.98%

% of portfolio

0.6%

Previous 0.59%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$63.36 - $80.23 $263,070 - $333,114	-4,152 Reduced 1.38%	295,906 $23.7 Million
Q1 2025 Apr 15, 2025	SELL	$69.69 - $79.99 $851,193 - $976,997	-12,214 Reduced 3.91%	300,058 $21.4 Million
Q4 2024 Jan 15, 2025	SELL	$72.18 - $81.41 $770,088 - $868,563	-10,669 Reduced 3.3%	312,272 $23.6 Million
Q3 2024 Oct 17, 2024	SELL	$65.15 - $72.97 $890,470 - $997,353	-13,668 Reduced 4.06%	322,941 $23.6 Million
Q2 2024 Jul 22, 2024	SELL	$65.46 - $70.15 $56,099 - $60,118	-857 Reduced 0.25%	336,609 $22.8 Million
Q1 2024 Apr 15, 2024	SELL	$62.4 - $70.68 $4.79 Million - $5.43 Million	-76,777 Reduced 18.53%	337,466 $23.9 Million
Q4 2023 Jan 11, 2024	SELL	$53.24 - $64.9 $762,183 - $929,108	-14,316 Reduced 3.34%	414,243 $26.7 Million
Q3 2023 Oct 26, 2023	BUY	$56.42 - $63.15 $1.76 Million - $1.96 Million	31,114 Added 7.83%	428,559 $24.5 Million
Q2 2023 Jul 10, 2023	BUY	$55.21 - $60.94 $500,865 - $552,847	9,072 Added 2.34%	397,445 $24.2 Million
Q1 2023 Apr 06, 2023	BUY	$53.41 - $60.85 $846,441 - $964,350	15,848 Added 4.25%	388,373 $22.4 Million
Q4 2022 Jan 17, 2023	BUY	$49.2 - $57.69 $6.11 Million - $7.16 Million	124,139 Added 49.98%	372,525 $0
Q3 2022 Oct 25, 2022	SELL	$50.31 - $61.06 $3.72 Million - $4.52 Million	-73,991 Reduced 22.95%	248,386 $12.5 Million
Q2 2022 Jul 13, 2022	BUY	$49.67 - $65.18 $16 Million - $21 Million	322,377 New	322,377 $16.7 Million

Others Institutions Holding IMCG

# of Institutions

396

Shares Held

23M

Call Options Held

Put Options Held

335

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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Orgel Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History