Prospera Financial Services Inc Ishare Morningstar Mid Cap Gro Transaction History

Prospera Financial Services Inc

$5.11 Billion
Q2 2025

A detailed history of Prospera Financial Services Inc transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Prospera Financial Services Inc holds 6,254 shares of IMCG stock, worth $501,695. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,254

Previous 9,280 32.61%

Holding current value

$501,695

Previous $662,000 24.32%

% of portfolio

0.01%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$63.36 - $80.23 $191,727 - $242,775	-3,026 Reduced 32.61%	6,254 $501,000
Q1 2025 May 15, 2025	SELL	$69.69 - $79.99 $1.68 Million - $1.93 Million	-24,120 Reduced 72.22%	9,280 $662,000
Q4 2024 Feb 13, 2025	BUY	$72.18 - $81.41 $2.05 Million - $2.31 Million	28,436 Added 572.84%	33,400 $2.52 Million
Q3 2024 Nov 07, 2024	SELL	$65.15 - $72.97 $3,062 - $3,429	-47 Reduced 0.94%	4,964 $362,000
Q2 2024 Aug 13, 2024	BUY	$65.46 - $70.15 $20,881 - $22,377	319 Added 6.8%	5,011 $339,000
Q1 2024 Aug 13, 2024	SELL	$62.4 - $70.68 $1,747 - $1,979	-28 Reduced 0.56%	4,983 $352,000
Q4 2023 Feb 14, 2024	BUY	$53.24 - $64.9 $51,909 - $63,277	975 Added 26.23%	4,692 $302,000
Q3 2023 Nov 13, 2023	BUY	$56.42 - $63.15 $209,713 - $234,728	3,717 New	3,717 $212,000
Q2 2022 Aug 08, 2022	SELL	$49.67 - $65.18 $35,265 - $46,277	-710 Reduced 38.67%	1,126 $58,000
Q1 2022 May 04, 2022	BUY	$58.98 - $72.55 $108,287 - $133,201	1,836 New	1,836 $118,000
Q1 2021 May 06, 2021	SELL	$59.71 - $69.62 $68,547 - $79,923	-1,148 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$53.63 - $65.01 $49,125 - $59,549	916 Added 394.83%	1,148 $439,000
Q3 2020 Nov 04, 2020	BUY	$49.18 - $55.94 $11,409 - $12,978	232 New	232 $74,000

Others Institutions Holding IMCG

# of Institutions

396

Shares Held

22.2M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

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Prospera Financial Services Inc Ishare Morningstar Mid Cap Gro Transaction History