Whitaker Myers Wealth Managers, Ltd. Ishare Morningstar Mid Cap Gro Transaction History

Whitaker Myers Wealth Managers, Ltd.

  • $301 Billion
  • Q3 2024

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 $711,703. This represents 0.22% of its overall portfolio holdings.

Number of Shares
8,913
Previous 11,080 19.56%
Holding current value
$711,703
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

# of Institutions
338
Shares Held
17.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARE MORNINGSTAR MID CAP GRO

IMCG Quotes by TradingView
  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
Track This Portfolio

Track Whitaker Myers Wealth Managers, Ltd. Portfolio

Follow Whitaker Myers Wealth Managers, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email