Regal Investment Advisors LLC Ishare Morningstar Mid Cap Gro Transaction History

Regal Investment Advisors LLC

  • $1.49 Billion
  • Q2 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Regal Investment Advisors LLC holds 7,497 shares of IMCG stock, worth $546,606. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,497
Previous 5,258 42.58%
Holding current value
$546,606
Previous $371,000 36.66%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$65.46 - $70.15 $146,564 - $157,065
2,239 Added 42.58%
7,497 $507,000
Q1 2024

May 15, 2024
SELL
$62.4 - $70.68 $22,651 - $25,656
-363 Reduced 6.46%
5,258 $371,000
Q4 2023

Feb 14, 2024
SELL
$53.24 - $64.9 $30,932 - $37,706
-581 Reduced 9.37%
5,621 $362,000
Q3 2023

Nov 13, 2023
BUY
$56.42 - $63.15 $45,248 - $50,646
802 Added 14.85%
6,202 $354,000
Q2 2023

Aug 11, 2023
BUY
$55.21 - $60.94 $34,285 - $37,843
621 Added 12.99%
5,400 $329,000
Q1 2023

May 11, 2023
SELL
$53.41 - $60.85 $46,199 - $52,635
-865 Reduced 15.33%
4,779 $275,000
Q4 2022

Mar 01, 2023
BUY
$49.2 - $57.69 $76,752 - $89,996
1,560 Added 38.2%
5,644 $304,000
Q3 2022

Nov 15, 2022
BUY
$50.31 - $61.06 $205,466 - $249,369
4,084 New
4,084 $206,000
Q2 2022

Aug 09, 2022
SELL
$49.67 - $65.18 $190,683 - $250,226
-3,839 Closed
0 $0
Q1 2022

May 09, 2022
SELL
$58.98 - $72.55 $1.09 Million - $1.34 Million
-18,454 Reduced 82.78%
3,839 $247,000
Q4 2021

Feb 10, 2022
BUY
$68.19 - $76.33 $1.52 Million - $1.7 Million
22,293 New
22,293 $1.63 Million

Others Institutions Holding IMCG

# of Institutions
321
Shares Held
17M
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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