Clearstead Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History

Clearstead Advisors, LLC

$5.78 Billion
Q2 2024

A detailed history of Clearstead Advisors, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Clearstead Advisors, LLC holds 3,890 shares of IMCG stock, worth $283,619. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,890

Holding current value

$283,619

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$65.46 - $70.15 $254,639 - $272,883	3,890 New	3,890 $263,000

Others Institutions Holding IMCG

# of Institutions

320

Shares Held

16.8M

Call Options Held

Put Options Held

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

View Full List

About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
Sector ETFs
Industry ETFs

More about IMCG

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Clearstead Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History