Davis Investment Partners, LLC Ishare Morningstar Mid Cap Gro Transaction History
Davis Investment Partners, LLC
- $228 Billion
- Q1 2024
A detailed history of Davis Investment Partners, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Davis Investment Partners, LLC holds 6,300 shares of IMCG stock, worth $427,014. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,300
Previous 6,300
-0.0%
Holding current value
$427,014
Previous $393 Million
10.35%
% of portfolio
0.19%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding IMCG
# of Institutions
309Shares Held
16.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.47MShares$99.9 Million0.06% of portfolio
-
Morgan Stanley New York, NY899KShares$60.9 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN888KShares$60.2 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO698KShares$47.3 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL623KShares$42.2 Million0.07% of portfolio