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 18,854 shares of IMCG stock, worth $1.45 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
18,854
Previous 20,088 6.14%
Holding current value
$1.45 Million
Previous $1.36 Billion 1.09%
% of portfolio
1.1%
Previous 1.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARE MORNINGSTAR MID CAP GRO


  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
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