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

Ptm Wealth Management, LLC

  • $151 Billion
  • Q2 2025

A detailed history of Ptm Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 119,309 shares of IMCG stock, worth $9.57 Million. This represents 6.42% of its overall portfolio holdings.

Number of Shares
119,309
Previous 106,229 12.31%
Holding current value
$9.57 Million
Previous $6.73 Billion 44.1%
% of portfolio
6.42%
Previous 7.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
BUY
$63.36 - $80.23 $828,748 - $1.05 Million
13,080 Added 12.31%
119,309 $9.7 Billion
Q1 2025

May 07, 2025
BUY
$69.69 - $79.99 $7.4 Million - $8.5 Million
106,229 New
106,229 $6.73 Billion

Others Institutions Holding IMCG

# of Institutions
396
Shares Held
22.9M
Call Options Held
0
Put Options Held
335
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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