Silver Oak Securities, Inc Ishare Morningstar Mid Cap Gro Transaction History

Silver Oak Securities, Inc

$1 Billion
Q4 2024

A detailed history of Silver Oak Securities, Inc transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Silver Oak Securities, Inc holds 11,061 shares of IMCG stock, worth $849,484. This represents 0.08% of its overall portfolio holdings.

Number of Shares

11,061

Previous 12,174 9.14%

Holding current value

$849,484

Previous $888,000 5.97%

% of portfolio

0.08%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$72.18 - $81.41 $80,336 - $90,609	-1,113 Reduced 9.14%	11,061 $835,000
Q3 2024 Oct 23, 2024	BUY	$65.15 - $72.97 $304,576 - $341,134	4,675 Added 62.34%	12,174 $888,000
Q2 2024 Jul 12, 2024	BUY	$65.46 - $70.15 $35,021 - $37,530	535 Added 7.68%	7,499 $508,000
Q1 2024 May 10, 2024	SELL	$62.4 - $70.68 $211,723 - $239,817	-3,393 Reduced 32.76%	6,964 $492,000
Q4 2023 Feb 05, 2024	BUY	$53.24 - $64.9 $210,191 - $256,225	3,948 Added 61.6%	10,357 $667,000
Q3 2023 Nov 20, 2023	BUY	$56.42 - $63.15 $38,027 - $42,563	674 Added 11.75%	6,409 $366,000
Q2 2023 Aug 02, 2023	BUY	$55.21 - $60.94 $316,629 - $349,490	5,735 New	5,735 $349,000
Q3 2022 Oct 23, 2023	BUY	$50.31 - $61.06 $33,908 - $41,154	674 Added 11.75%	6,409 $327,000

Others Institutions Holding IMCG

# of Institutions

372

Shares Held

20.9M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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Silver Oak Securities, Inc Ishare Morningstar Mid Cap Gro Transaction History