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

Whitaker Myers Wealth Managers, Ltd.

$237 Billion
Q1 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 26,622 shares of IMCG stock, worth $1.8 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

26,622

Previous 27,004 1.41%

Holding current value

$1.8 Million

Previous $1.74 Billion 8.12%

% of portfolio

0.79%

Previous 0.87%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$52.2 - $57.69 $656,467 - $725,509	12,576 New	12,576 $678 Million

Others Institutions Holding IMCG

# of Institutions

310

Shares Held

16.1M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
Sector ETFs
Industry ETFs

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