Fulcrum Equity Management Ishare Morningstar Mid Cap Gro Transaction History

Fulcrum Equity Management

$93.4 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 27, 2020	SELL	$49.18 - $55.94 $291,981 - $332,115	-5,937 Closed	0 $0
Q2 2020 Aug 17, 2020	BUY	$34.76 - $49.01 $206,370 - $290,972	5,937 New	5,937 $1.74 Million

Others Institutions Holding IMCG

# of Institutions

406

Shares Held

26.2M

Call Options Held

0

Put Options Held

0

Vantagepoint Investment Advisers LLC

3.12M
Shares

$254 Million
2.19% of portfolio
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

About ISHARE MORNINGSTAR MID CAP GRO

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