A detailed history of Wr Wealth Planners, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 14,174 shares of IMCG stock, worth $1.09 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
14,174
Previous 13,870 2.19%
Holding current value
$1.09 Million
Previous $939,000 10.12%
% of portfolio
0.3%
Previous 0.3%

Shares

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

Oct 17, 2024

BUY
$65.15 - $72.97 $19,805 - $22,182
304 Added 2.19%
14,174 $1.03 Million
Q2 2024

Jul 31, 2024

SELL
$65.46 - $70.15 $17,150 - $18,379
-262 Reduced 1.85%
13,870 $939,000
Q1 2024

Jul 31, 2024

SELL
$62.4 - $70.68 $221,083 - $250,419
-3,543 Reduced 20.05%
14,132 $998,000
Q4 2023

Jul 30, 2024

BUY
$53.24 - $64.9 $941,017 - $1.15 Million
17,675 New
17,675 $1.14 Million
Q3 2023

Aug 01, 2024

BUY
$56.42 - $63.15 $205,763 - $230,308
3,647 Added 25.94%
17,706 $1.01 Billion
Q2 2023

Aug 01, 2024

BUY
$55.21 - $60.94 $10,434 - $11,517
189 Added 1.36%
14,059 $857 Million
Q1 2023

Aug 01, 2024

BUY
$53.41 - $60.85 $480 - $547
9 Added 0.06%
13,879 $799 Million
Q4 2022

Oct 10, 2024

SELL
$49.2 - $57.69 $34,587 - $40,556
-703 Reduced 5.07%
13,167 $709 Million

Others Institutions Holding IMCG

About ISHARE MORNINGSTAR MID CAP GRO


  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.