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

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

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 78,321 shares of IMCG stock, worth $6.28 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
78,321
Previous 80,660 2.9%
Holding current value
$6.28 Million
Previous $5.76 Million 9.06%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$63.36 - $80.23 $148,199 - $187,657
-2,339 Reduced 2.9%
78,321 $6.28 Million
Q1 2025

Apr 16, 2025
SELL
$69.69 - $79.99 $326,079 - $374,273
-4,679 Reduced 5.48%
80,660 $5.76 Million
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
396
Shares Held
23M
Call Options Held
0
Put Options Held
335
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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