Valley National Advisers Inc Ishare Morningstar Mid Cap Gro Transaction History

Valley National Advisers Inc

$646 Million
Q3 2025

A detailed history of Valley National Advisers Inc transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Valley National Advisers Inc holds 41,444 shares of IMCG stock, worth $3.32 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

41,444

Previous 41,564 0.29%

Holding current value

$3.32 Million

Previous $3.33 Million 2.82%

% of portfolio

0.53%

Previous 0.54%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$79.89 - $83.25 $9,586 - $9,990	-120 Reduced 0.29%	41,444 $3.43 Million
Q2 2025 Jul 22, 2025	SELL	$63.36 - $80.23 $9,820 - $12,435	-155 Reduced 0.37%	41,564 $3.33 Million
Q1 2025 Apr 25, 2025	BUY	$69.69 - $79.99 $74,359 - $85,349	1,067 Added 2.62%	41,719 $2.98 Million
Q4 2024 Jan 24, 2025	BUY	$72.18 - $81.41 $254,145 - $286,644	3,521 Added 9.48%	40,652 $3.07 Million
Q3 2024 Oct 24, 2024	SELL	$65.15 - $72.97 $1.31 Million - $1.47 Million	-20,134 Reduced 35.16%	37,131 $2.71 Million

Q2 2024 Jul 18, 2024	BUY	$65.46 - $70.15 $207,835 - $222,726	3,175 Added 5.87%	57,265 $3.88 Million
Q1 2024 Apr 19, 2024	BUY	$62.4 - $70.68 $87,110 - $98,669	1,396 Added 2.65%	54,090 $3.82 Million
Q4 2023 Jan 25, 2024	BUY	$53.24 - $64.9 $86,940 - $105,981	1,633 Added 3.2%	52,694 $3.4 Million
Q3 2023 Nov 13, 2023	BUY	$56.42 - $63.15 $421,006 - $471,225	7,462 Added 17.12%	51,061 $2.92 Million
Q2 2023 Jul 31, 2023	BUY	$55.21 - $60.94 $293,772 - $324,261	5,321 Added 13.9%	43,599 $2.66 Million
Q1 2023 Apr 26, 2023	BUY	$53.41 - $60.85 $374,243 - $426,375	7,007 Added 22.41%	38,278 $2.18 Million
Q4 2022 Jan 12, 2023	BUY	$49.2 - $57.69 $1.29 Million - $1.51 Million	26,126 Added 507.79%	31,271 $1.76 Million
Q3 2022 Nov 08, 2022	BUY	$50.31 - $61.06 $258,844 - $314,153	5,145 New	5,145 $265,000

Others Institutions Holding IMCG

# of Institutions

403

Shares Held

27.2M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

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Valley National Advisers Inc Ishare Morningstar Mid Cap Gro Transaction History