Jeppson Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History

Jeppson Wealth Management, LLC

$262 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 05, 2021	SELL	$53.63 - $65.01 $1,340 - $1,625	-25 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$49.18 - $55.94 $1,229 - $1,398	25 New	25 $8,000

Others Institutions Holding IMCG

# of Institutions

320

Shares Held

16.8M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

1.05M
Shares

$76.6 Million
0.02% of portfolio
Morgan Stanley New York, NY

920K
Shares

$67.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

917K
Shares

$66.9 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

722K
Shares

$52.6 Million
0.05% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

696K
Shares

$50.7 Million
0.07% of portfolio

About ISHARE MORNINGSTAR MID CAP GRO

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