IMCG

Ishares Morningstar Mid-cap

Latest period2024 - Q4Total superinvestors56

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 56 superinvestors own shares of Ishares Morningstar Mid-cap (IMCG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Morningstar Mid-cap (IMCG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Morningstar Mid-cap (IMCG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Morningstar Mid-cap (IMCG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
STEPHANE BOUVEL@Bouvel Investment Partners, Llc
Recent Activity
New Position
1.67%
$4.613M
61,080 shares@ 75.53 avg price
Tim Reyna@Cerro Pacific Wealth Advisors Llc
Recent Activity
New Position
0.12%
$356,678
4,888 shares@ 72.98 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
New Position
0.09%
$210,062
2,781 shares@ 75.54 avg price
Catherine Walker@Pinnacle Bancorp, Inc.
Recent Activity
New Position
0.06%
$170,320
2,255 shares@ 75.53 avg price
Matthew Rosenberg@Rosenberg Matthew Hamilton
Recent Activity
New Position
0.01%
$34,140
452 shares@ 75.54 avg price