Perissos Private Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History

Perissos Private Wealth Management, LLC

  • $110 Billion
  • Q1 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 18,562 shares of IMCG stock, worth $1.33 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
18,562
Previous 18,859 1.57%
Holding current value
$1.33 Million
Previous $1.42 Billion 6.91%
% of portfolio
1.21%
Previous 1.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$69.69 - $79.99 $20,697 - $23,757
-297 Reduced 1.57%
18,562 $1.33 Billion
Q4 2024

Jan 29, 2025
BUY
$72.18 - $81.41 $360 - $407
5 Added 0.03%
18,859 $1.42 Billion
Q3 2024

Nov 12, 2024
SELL
$65.15 - $72.97 $80,395 - $90,044
-1,234 Reduced 6.14%
18,854 $1.38 Billion
Q2 2024

Aug 09, 2024
SELL
$65.46 - $70.15 $272,706 - $292,244
-4,166 Reduced 17.18%
20,088 $1.36 Billion
Q1 2024

May 14, 2024
BUY
$62.4 - $70.68 $1.51 Million - $1.71 Million
24,254 New
24,254 $1.71 Billion

Others Institutions Holding IMCG

# of Institutions
388
Shares Held
21.1M
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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