Summit Financial, LLC Ishare Morningstar Mid Cap Gro Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Summit Financial, LLC holds 5,092 shares of IMCG stock, worth $407,665. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,092
Previous 4,959 2.68%
Holding current value
$407,665
Previous $397,000 6.05%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$79.89 - $83.25 $10,625 - $11,072
133 Added 2.68%
5,092 $421,000
Q2 2025

Aug 13, 2025
BUY
$63.36 - $80.23 $314,202 - $397,860
4,959 New
4,959 $397,000

Others Institutions Holding IMCG

# of Institutions
402
Shares Held
27.2M
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
  • Industry ETFs
More about IMCG
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