Stifel Financial Corp Ishare Morningstar Mid Cap Gro Transaction History

Stifel Financial Corp

$85.8 Billion
Q1 2024

A detailed history of Stifel Financial Corp transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Stifel Financial Corp holds 13,073 shares of IMCG stock, worth $887,525. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,073

Previous 12,983 0.69%

Holding current value

$887,525

Previous $836,000 10.41%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$62.4 - $70.68 $5,616 - $6,361	90 Added 0.69%	13,073 $923,000
Q4 2023 Feb 12, 2024	SELL	$53.24 - $64.9 $45,094 - $54,970	-847 Reduced 6.12%	12,983 $836,000
Q3 2023 Nov 13, 2023	BUY	$56.42 - $63.15 $69,791 - $78,116	1,237 Added 9.82%	13,830 $790,000
Q2 2023 Aug 14, 2023	BUY	$55.21 - $60.94 $40,137 - $44,303	727 Added 6.13%	12,593 $767,000
Q1 2023 May 12, 2023	SELL	$53.41 - $60.85 $293,755 - $334,675	-5,500 Reduced 31.67%	11,866 $683,000

Q4 2022 Feb 13, 2023	BUY	$52.2 - $57.69 $221,954 - $245,297	4,252 Added 32.42%	17,366 $935,000
Q3 2022 Nov 14, 2022	BUY	$51.11 - $61.06 $391,707 - $467,963	7,664 Added 140.62%	13,114 $661,000
Q2 2022 Aug 15, 2022	SELL	$49.67 - $65.18 $844 - $1,108	-17 Reduced 0.31%	5,450 $283,000
Q1 2022 May 13, 2022	SELL	$58.98 - $72.55 $200,178 - $246,234	-3,394 Reduced 38.3%	5,467 $351,000
Q4 2021 Feb 14, 2022	SELL	$68.19 - $76.33 $100,989 - $113,044	-1,481 Reduced 14.32%	8,861 $649,000
Q3 2021 Nov 15, 2021	BUY	$67.2 - $73.35 $191,385 - $208,900	2,848 Added 38.0%	10,342 $712,000
Q2 2021 Aug 13, 2021	BUY	$62.47 - $69.22 $308,351 - $341,669	4,936 Added 192.96%	7,494 $516,000
Q1 2021 May 14, 2021	SELL	$59.71 - $69.62 $325,061 - $379,011	-5,444 Reduced 68.03%	2,558 $967,000
Q4 2020 Feb 12, 2021	BUY	$53.63 - $65.01 $269,276 - $326,415	5,021 Added 168.43%	8,002 $3.06 Million
Q3 2020 Nov 16, 2020	SELL	$49.18 - $55.94 $266,358 - $302,971	-5,416 Reduced 64.5%	2,981 $955,000
Q2 2020 Aug 14, 2020	SELL	$34.76 - $49.01 $502,386 - $708,341	-14,453 Reduced 63.25%	8,397 $2.46 Million
Q1 2020 May 14, 2020	BUY	$31.41 - $47.63 $23,934 - $36,294	762 Added 3.45%	22,850 $4.98 Million
Q4 2019 Feb 13, 2020	SELL	$39.47 - $44.02 $108,345 - $120,834	-2,745 Reduced 11.05%	22,088 $5.82 Million
Q3 2019 Nov 13, 2019	BUY	$40.09 - $43.26 $213,198 - $230,056	5,318 Added 27.25%	24,833 $6.05 Million
Q2 2019 Aug 14, 2019	BUY	$38.77 - $42.2 $61,217 - $66,633	1,579 Added 8.8%	19,515 $4.91 Million
Q1 2019 May 14, 2019	BUY	$31.39 - $39.56 $563,011 - $709,548	17,936 New	17,936 $4.22 Million
Q4 2018 Feb 13, 2019	SELL	$30.16 - $38.97 $34,050 - $43,997	-1,129 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$36.5 - $39.57 $41,208 - $44,674	1,129 New	1,129 $266,000

Others Institutions Holding IMCG

# of Institutions

309

Shares Held

16.1M

Call Options Held

Put Options Held

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Stifel Financial Corp Ishare Morningstar Mid Cap Gro Transaction History