Wetzel Investment Advisors, Inc. Ishare Morningstar Mid Cap Gro Transaction History

Wetzel Investment Advisors, Inc.

$196 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	BUY	$62.4 - $70.68 $624 - $706	10 Added 6.8%	157 $11,000
Q4 2023 Jan 31, 2024	BUY	$53.24 - $64.9 $7,826 - $9,540	147 New	147 $9,000

Others Institutions Holding IMCG

# of Institutions

362

Shares Held

19.1M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

1.21M
Shares

$96.6 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

987K
Shares

$78.7 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

904K
Shares

$72.1 Million
0.03% of portfolio
Morgan Stanley New York, NY

794K
Shares

$63.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

696K
Shares

$55.5 Million
0.07% of portfolio

About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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