Alpha Cubed Investments, LLC Ishare Morningstar Mid Cap Gro Transaction History

Alpha Cubed Investments, LLC

$2.24 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 09, 2018	SELL	$32.87 - $36.43 $41,087 - $45,537	-1,250 Closed	0 $0
Q3 2017 Oct 23, 2017	BUY	$31.22 - $31.61 $39,025 - $39,512	1,250	1,250 $237,000

Others Institutions Holding IMCG

# of Institutions

338

Shares Held

17.1M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

1.21M
Shares

$94.2 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

987K
Shares

$76.7 Million
0.03% of portfolio
Morgan Stanley New York, NY

794K
Shares

$61.7 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

696K
Shares

$54.1 Million
0.07% of portfolio
Northwestern Mutual Wealth Management CO

603K
Shares

$46.9 Million
0.04% of portfolio

About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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