A detailed history of Strategic Wealth Advisors Group, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 24,460 shares of IMCG stock, worth $1.89 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
24,460
Previous 26,567 7.93%
Holding current value
$1.89 Million
Previous $1.44 Million 14.62%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

SELL
$50.31 - $61.06 $106,003 - $128,653
-2,107 Reduced 7.93%
24,460 $1.23 Million
Q2 2022

Aug 12, 2022

BUY
$49.67 - $65.18 $475,987 - $624,619
9,583 Added 56.42%
26,567 $1.44 Million
Q1 2022

May 10, 2022

BUY
$58.98 - $72.55 $1 Million - $1.23 Million
16,984 New
16,984 $1.1 Million

Others Institutions Holding IMCG

About ISHARE MORNINGSTAR MID CAP GRO


  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
Track This Portfolio

Track Strategic Wealth Advisors Group, LLC Portfolio

Follow Strategic Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.