Evermay Wealth Management LLC Ishare Morningstar Mid Cap Gro Transaction History

Evermay Wealth Management LLC

$618 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$62.4 - $70.68 $4,929 - $5,583	79 New	79 $5,000

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

$98.1 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

987K
Shares

$79.9 Million
0.03% of portfolio
Morgan Stanley New York, NY

794K
Shares

$64.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

696K
Shares

$56.4 Million
0.07% of portfolio
Northwestern Mutual Wealth Management CO

603K
Shares

$48.9 Million
0.04% of portfolio

About ISHARE MORNINGSTAR MID CAP GRO

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