Ballast Advisors LLC Ishare Morningstar Mid Cap Gro Transaction History

Ballast Advisors LLC

$322 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 20, 2021	BUY	$62.47 - $69.22 $6,247 - $6,922	100 Added 500.0%	120 $8,000
Q4 2020 Feb 05, 2021	BUY	$53.63 - $65.01 $1,072 - $1,300	20 New	20 $8,000

Others Institutions Holding IMCG

# of Institutions

339

Shares Held

17.1M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

1.21M
Shares

$97.2 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

987K
Shares

$79.2 Million
0.03% of portfolio
Morgan Stanley New York, NY

794K
Shares

$63.7 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

696K
Shares

$55.9 Million
0.07% of portfolio
Northwestern Mutual Wealth Management CO

603K
Shares

$48.4 Million
0.04% of portfolio

About ISHARE MORNINGSTAR MID CAP GRO

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