Birchbrook, Inc. Ishare Morningstar Mid Cap Gro Transaction History

Birchbrook, Inc.

$178 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jun 10, 2025	SELL	$62.4 - $70.68 $5,054 - $5,725	-81 Closed	0 $0
Q4 2023 Jun 10, 2025	BUY	$53.24 - $64.9 $4,312 - $5,256	81 New	81 $5.22 Million

Others Institutions Holding IMCG

# of Institutions

393

Shares Held

22.9M

Call Options Held

0

Put Options Held

335

Lpl Financial LLC Fort Mill, SC

2.01M
Shares

$157 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.83M
Shares

$143 Million
0.04% of portfolio
Morgan Stanley New York, NY

971K
Shares

$75.9 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

943K
Shares

$73.7 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

727K
Shares

$56.8 Million
0.04% of portfolio

About ISHARE MORNINGSTAR MID CAP GRO

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