Global Wealth Management Investment Advisory, Inc. Ishare Morningstar Mid Cap Gro Transaction History

Global Wealth Management Investment Advisory, Inc.

$490 Million
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 17, 2022	SELL	$58.98 - $72.55 $9,082 - $11,172	-154 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$67.2 - $73.35 $10,348 - $11,295	154 New	154 $11,000

Others Institutions Holding IMCG

# of Institutions

397

Shares Held

22.2M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.01M
Shares

$163 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.83M
Shares

$148 Million
0.04% of portfolio
Morgan Stanley New York, NY

971K
Shares

$78.6 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

943K
Shares

$76.3 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

727K
Shares

$58.8 Million
0.04% of portfolio

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About ISHARE MORNINGSTAR MID CAP GRO

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