Westside Investment Management, Inc. Ishare Morningstar Mid Cap Gro Transaction History

Westside Investment Management, Inc.

$475 Billion
Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Westside Investment Management, Inc. holds 7,039 shares of IMCG stock, worth $540,595. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,039

Previous 7,327 3.93%

Holding current value

$540,595

Previous $515 Million 3.23%

% of portfolio

0.11%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$72.18 - $81.41 $20,787 - $23,446	-288 Reduced 3.93%	7,039 $532 Million
Q2 2024 Jul 17, 2024	BUY	$65.46 - $70.15 $19,310 - $20,694	295 Added 4.2%	7,327 $496 Million
Q1 2024 Apr 19, 2024	BUY	$62.4 - $70.68 $241,113 - $273,107	3,864 Added 121.97%	7,032 $495 Million
Q1 2023 May 17, 2023	BUY	$53.41 - $60.85 $8,972 - $10,222	168 Added 5.6%	3,168 $182 Million
Q2 2021 Jul 28, 2021	BUY	$62.47 - $69.22 $156,175 - $173,050	2,500 Added 500.0%	3,000 $206,000
Q2 2019 Jul 24, 2019	BUY	$38.77 - $42.2 $19,385 - $21,100	500 New	500 $125,000

Others Institutions Holding IMCG

# of Institutions

372

Shares Held

20.9M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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Westside Investment Management, Inc. Ishare Morningstar Mid Cap Gro Transaction History