Colony Group LLC Ishare Morningstar Mid Cap Gro Transaction History

Colony Group LLC

$6.66 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 15, 2022	SELL	$50.31 - $61.06 $65,403 - $79,378	-1,300 Reduced 15.99%	6,830 $344,000
Q4 2021 Feb 15, 2022	BUY	$68.19 - $76.33 $554,384 - $620,562	8,130 New	8,130 $595,000

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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