A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 8,913 shares of IMCG stock, worth $697,798. This represents 0.22% of its overall portfolio holdings.

Number of Shares
8,913
Previous 11,080 19.56%
Holding current value
$697,798
Previous $751 Million 13.35%
% of portfolio
0.22%
Previous 0.28%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$65.15 - $72.97 $141,180 - $158,125
-2,167 Reduced 19.56%
8,913 $650 Million
Q2 2024

Jul 26, 2024

SELL
$65.46 - $70.15 $1.02 Million - $1.09 Million
-15,542 Reduced 58.38%
11,080 $751 Million
Q1 2024

Apr 12, 2024

SELL
$62.4 - $70.68 $23,836 - $26,999
-382 Reduced 1.41%
26,622 $1.88 Billion
Q4 2023

Jan 12, 2024

BUY
$53.24 - $64.9 $323,645 - $394,527
6,079 Added 29.05%
27,004 $1.74 Billion
Q3 2023

Oct 05, 2023

BUY
$56.42 - $63.15 $184,888 - $206,942
3,277 Added 18.57%
20,925 $1.2 Billion
Q2 2023

Jul 13, 2023

BUY
$55.21 - $60.94 $167,727 - $185,135
3,038 Added 20.79%
17,648 $1.08 Billion
Q1 2023

Apr 21, 2023

BUY
$53.41 - $60.85 $108,635 - $123,768
2,034 Added 16.17%
14,610 $841 Million
Q4 2022

Apr 21, 2023

BUY
$49.2 - $57.69 $618,739 - $725,509
12,576 New
12,576 $678 Million

Others Institutions Holding IMCG

About ISHARE MORNINGSTAR MID CAP GRO


  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
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