Foundations Investment Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History
Foundations Investment Advisors, LLC
- $5.88 Billion
- Q2 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 4,774 shares of IMCG stock, worth $389,701. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,774
Previous 5,153
7.35%
Holding current value
$389,701
Previous $368,000
4.08%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IMCG
# of Institutions
408Shares Held
23MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.13MShares$174 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.49MShares$121 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.01MShares$82.8 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL973KShares$79.4 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO782KShares$63.8 Million0.05% of portfolio