Visionary Wealth Advisors Ishare Morningstar Mid Cap Gro Transaction History

Visionary Wealth Advisors

$1.62 Billion
Q4 2024

A detailed history of Visionary Wealth Advisors transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Visionary Wealth Advisors holds 35,376 shares of IMCG stock, worth $2.56 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

35,376

Previous 34,422 2.77%

Holding current value

$2.56 Million

Previous $2.51 Million 6.37%

% of portfolio

0.16%

Previous 0.16%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$72.18 - $81.41 $68,859 - $77,665	954 Added 2.77%	35,376 $2.67 Million
Q3 2024 Nov 12, 2024	SELL	$65.15 - $72.97 $225,093 - $252,111	-3,455 Reduced 9.12%	34,422 $2.51 Million
Q2 2024 Aug 13, 2024	BUY	$65.46 - $70.15 $104,408 - $111,889	1,595 Added 4.4%	37,877 $2.57 Million
Q1 2024 May 15, 2024	BUY	$62.4 - $70.68 $166,608 - $188,715	2,670 Added 7.94%	36,282 $2.56 Million
Q4 2023 Feb 14, 2024	BUY	$53.24 - $64.9 $602,410 - $734,343	11,315 Added 50.75%	33,612 $2.17 Million
Q3 2023 Nov 13, 2023	SELL	$56.42 - $63.15 $22,455 - $25,133	-398 Reduced 1.75%	22,297 $1.27 Million
Q2 2023 Aug 11, 2023	SELL	$55.21 - $60.94 $69,564 - $76,784	-1,260 Reduced 5.26%	22,695 $1.38 Million
Q1 2023 May 15, 2023	BUY	$53.41 - $60.85 $11,216 - $12,778	210 Added 0.88%	23,955 $1.38 Million
Q4 2022 Feb 13, 2023	SELL	$49.2 - $57.69 $14,022 - $16,441	-285 Reduced 1.19%	23,745 $1.28 Million
Q3 2022 Nov 14, 2022	SELL	$50.31 - $61.06 $206,019 - $250,040	-4,095 Reduced 14.56%	24,030 $1.21 Million
Q2 2022 Aug 12, 2022	BUY	$49.67 - $65.18 $1.4 Million - $1.83 Million	28,125 New	28,125 $1.46 Million

Others Institutions Holding IMCG

# of Institutions

379

Shares Held

21.2M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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Visionary Wealth Advisors Ishare Morningstar Mid Cap Gro Transaction History