Wr Wealth Planners, LLC Ishare Morningstar Mid Cap Gro Transaction History

Wr Wealth Planners, LLC

$318 Million
Q2 2024

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 13,870 shares of IMCG stock, worth $981,857. This represents 0.3% of its overall portfolio holdings.

Number of Shares

13,870

Previous 14,132 1.85%

Holding current value

$981,857

Previous $998,000 5.91%

% of portfolio

0.3%

Previous 0.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Others Institutions Holding IMCG

# of Institutions

315

Shares Held

16.8M

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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Wr Wealth Planners, LLC Ishare Morningstar Mid Cap Gro Transaction History