Silver Oak Wealth Advisors Services, LLC Ishare Morningstar Mid Cap Gro Transaction History

Silver Oak Wealth Advisors Services, LLC

  • $112 Billion
  • Q1 2025

A detailed history of Silver Oak Wealth Advisors Services, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Silver Oak Wealth Advisors Services, LLC holds 102,406 shares of IMCG stock, worth $7.91 Million. This represents 6.52% of its overall portfolio holdings.

Number of Shares
102,406
Previous 101,555 0.84%
Holding current value
$7.91 Million
Previous $7.67 Billion 4.64%
% of portfolio
6.52%
Previous 6.64%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$69.69 - $79.99 $59,306 - $68,071
851 Added 0.84%
102,406 $7.31 Billion
Q4 2024

Mar 13, 2025
BUY
$72.18 - $81.41 $7.33 Million - $8.27 Million
101,555 New
101,555 $7.67 Billion

Others Institutions Holding IMCG

# of Institutions
393
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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