Visionary Wealth Advisors Ishare Morningstar Mid Cap Gro Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 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 34,422 shares of IMCG stock, worth $2.74 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

34,422

Previous 37,877 9.12%

Holding current value

$2.74 Million

Previous $2.57 Million 2.14%

% of portfolio

0.16%

Previous 0.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

360

Shares Held

18.8M

Call Options Held

Put Options Held

View Full List

About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
Sector ETFs
Industry ETFs

More about IMCG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Account

Visionary Wealth Advisors Ishare Morningstar Mid Cap Gro Transaction History