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

Whitaker Myers Wealth Managers, Ltd.

$357 Billion
Q1 2025

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 7,643 shares of IMCG stock, worth $597,606. This represents 0.15% of its overall portfolio holdings.

Number of Shares

7,643

Previous 7,920 3.5%

Holding current value

$597,606

Previous $598 Million 8.74%

% of portfolio

0.15%

Previous 0.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$69.69 - $79.99 $19,304 - $22,157	-277 Reduced 3.5%	7,643 $546 Million
Q4 2024 Jan 15, 2025	SELL	$72.18 - $81.41 $71,674 - $80,840	-993 Reduced 11.14%	7,920 $598 Million
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

393

Shares Held

22.9M

Call Options Held

Put Options Held

335

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About ISHARE MORNINGSTAR MID CAP GRO

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