Arkadios Wealth Advisors Ishare Morningstar Mid Cap Gro Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	SELL	$49.67 - $65.18 $437,940 - $574,692	-8,817 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$58.98 - $72.55 $236,450 - $290,852	-4,009 Reduced 31.26%	8,817 $567,000
Q4 2021 Feb 03, 2022	SELL	$68.19 - $76.33 $287,898 - $322,265	-4,222 Reduced 24.77%	12,826 $939,000
Q3 2021 Oct 19, 2021	SELL	$67.2 - $73.35 $163,161 - $178,093	-2,428 Reduced 12.47%	17,048 $1.17 Million
Q2 2021 Jul 28, 2021	BUY	$62.47 - $69.22 $1.08 Million - $1.2 Million	17,321 Added 803.76%	19,476 $1.34 Million
Q1 2021 Apr 26, 2021	SELL	$59.71 - $69.62 $1,612 - $1,879	-27 Reduced 1.24%	2,155 $814,000
Q4 2020 Feb 09, 2021	BUY	$53.63 - $65.01 $115,089 - $139,511	2,146 Added 5961.11%	2,182 $834,000
Q3 2020 Nov 10, 2020	SELL	$49.18 - $55.94 $983 - $1,118	-20 Reduced 35.71%	36 $12.4 Million
Q2 2020 Aug 10, 2020	BUY	$34.76 - $49.01 $1,946 - $2,744	56 New	56 $16.8 Million

Others Institutions Holding IMCG

# of Institutions

320

Shares Held

16.8M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

1.05M
Shares

$76.6 Million
0.02% of portfolio
Morgan Stanley New York, NY

920K
Shares

$67.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

917K
Shares

$66.9 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

722K
Shares

$52.6 Million
0.05% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

696K
Shares

$50.7 Million
0.07% of portfolio

About ISHARE MORNINGSTAR MID CAP GRO

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