Element Wealth, LLC Ishare Morningstar Mid Cap Gro Transaction History

Element Wealth, LLC

$187 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	BUY	$53.41 - $60.85 $9,880 - $11,257	185 New	185 $10,000

Others Institutions Holding IMCG

# of Institutions

322

Shares Held

17M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

1.05M
Shares

$81 Million
0.02% of portfolio
Morgan Stanley New York, NY

920K
Shares

$71 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

917K
Shares

$70.7 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

722K
Shares

$55.7 Million
0.05% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

696K
Shares

$53.6 Million
0.07% of portfolio

About ISHARE MORNINGSTAR MID CAP GRO

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