Wealth Enhancement Advisory Services, LLC Ishare Morningstar Mid Cap Gro Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 85,339 shares of IMCG stock, worth $6.18 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

85,339

Previous 89,803 4.97%

Holding current value

$6.18 Million

Previous $6.78 Million 4.97%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	SELL	$72.18 - $81.41 $322,211 - $363,414	-4,464 Reduced 4.97%	85,339 $6.45 Million
Q3 2024 Oct 23, 2024	SELL	$65.15 - $72.97 $22,085 - $24,736	-339 Reduced 0.38%	89,803 $6.55 Million
Q2 2024 Jul 16, 2024	BUY	$65.46 - $70.15 $894,314 - $958,389	13,662 Added 17.86%	90,142 $6.11 Million
Q1 2024 Apr 15, 2024	BUY	$62.4 - $70.68 $992,160 - $1.12 Million	15,900 Added 26.25%	76,480 $5.41 Million
Q4 2023 Jan 30, 2024	BUY	$53.24 - $64.9 $1.06 Million - $1.29 Million	19,865 Added 48.79%	60,580 $3.9 Million
Q3 2023 Nov 13, 2023	BUY	$56.42 - $63.15 $2.3 Million - $2.57 Million	40,715 New	40,715 $2.33 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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Wealth Enhancement Advisory Services, LLC Ishare Morningstar Mid Cap Gro Transaction History