Ep Wealth Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,784 shares of IMCG stock, worth $145,627. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,784

Holding current value

$145,627

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$63.36 - $80.23 $113,034 - $143,130	1,784 New	1,784 $143,000

Others Institutions Holding IMCG

# of Institutions

407

Shares Held

23M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.13M
Shares

$174 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.49M
Shares

$121 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.01M
Shares

$82.8 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

973K
Shares

$79.4 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

782K
Shares

$63.8 Million
0.05% of portfolio

View Full List

About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
Sector ETFs
Industry ETFs

More about IMCG

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Ep Wealth Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History