Steward Partners Investment Advisory, LLC Ishare Morningstar Mid Cap Gro Transaction History

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 94,763 shares of IMCG stock, worth $7.6 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
94,763
Previous 88,804 6.71%
Holding current value
$7.6 Million
Previous $6.34 Million 19.85%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Aug 12, 2025
BUY
$63.36 - $80.23 $377,562 - $478,090
5,959 Added 6.71%
94,763 $7.6 Million
Q1 2025

May 13, 2025
BUY
$69.69 - $79.99 $66,623 - $76,470
956 Added 1.09%
88,804 $6.34 Million
Q4 2024

Feb 06, 2025
BUY
$72.18 - $81.41 $131,367 - $148,166
1,820 Added 2.12%
87,848 $6.64 Million
Q3 2024

Nov 14, 2024
SELL
$65.15 - $72.97 $1.55 Million - $1.74 Million
-23,794 Reduced 21.67%
86,028 $6.28 Million
Q2 2024

Aug 08, 2024
BUY
$65.46 - $70.15 $175,629 - $188,212
2,683 Added 2.5%
109,822 $7.44 Million
Q1 2024

May 15, 2024
BUY
$62.4 - $70.68 $513,864 - $582,049
8,235 Added 8.33%
107,139 $7.57 Million
Q4 2023

Feb 12, 2024
BUY
$53.24 - $64.9 $4.16 Million - $5.07 Million
78,141 Added 376.35%
98,904 $6.37 Million
Q3 2023

Nov 13, 2023
BUY
$56.42 - $63.15 $99,129 - $110,954
1,757 Added 9.24%
20,763 $1.19 Million
Q2 2023

Aug 14, 2023
BUY
$55.21 - $60.94 $16,286 - $17,977
295 Added 1.58%
19,006 $1.16 Million
Q1 2023

May 15, 2023
SELL
$53.41 - $60.85 $7,797 - $8,884
-146 Reduced 0.77%
18,711 $1.08 Million
Q4 2022

Feb 15, 2023
SELL
$49.2 - $57.69 $25,731 - $30,171
-523 Reduced 2.7%
18,857 $1.02 Million
Q3 2022

Nov 10, 2022
SELL
$50.31 - $61.06 $87,388 - $106,061
-1,737 Reduced 8.23%
19,380 $976,000
Q2 2022

Aug 04, 2022
SELL
$49.67 - $65.18 $440,771 - $578,407
-8,874 Reduced 29.59%
21,117 $1.1 Million
Q1 2022

May 02, 2022
SELL
$58.98 - $72.55 $27,248 - $33,518
-462 Reduced 1.52%
29,991 $1.93 Million
Q4 2021

Feb 08, 2022
BUY
$68.19 - $76.33 $1.1 Million - $1.23 Million
16,092 Added 112.05%
30,453 $2.23 Million
Q3 2021

Nov 12, 2021
BUY
$67.2 - $73.35 $273,235 - $298,241
4,066 Added 39.49%
14,361 $989,000
Q2 2021

Aug 13, 2021
BUY
$62.47 - $69.22 $543,863 - $602,629
8,706 Added 547.89%
10,295 $709,000
Q1 2021

May 14, 2021
BUY
$59.71 - $69.62 $88,729 - $103,455
1,486 Added 1442.72%
1,589 $100,000
Q4 2020

Feb 11, 2021
BUY
$53.63 - $65.01 $5,523 - $6,696
103 New
103 $39,000

Others Institutions Holding IMCG

# of Institutions
396
Shares Held
22.2M
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
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More about IMCG
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