Legacy Financial Strategies, LLC Ishare Morningstar Mid Cap Gro Transaction History

Legacy Financial Strategies, LLC

$461 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 04, 2020	SELL	$31.41 - $47.63 $57,574 - $87,305	-1,833 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$39.47 - $44.02 $72,348 - $80,688	1,833 New	1,833 $482,000

Others Institutions Holding IMCG

# of Institutions

347

Shares Held

17.7M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

1.21M
Shares

$96.2 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

987K
Shares

$78.3 Million
0.03% of portfolio
Morgan Stanley New York, NY

794K
Shares

$63 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

696K
Shares

$55.2 Million
0.07% of portfolio
Northwestern Mutual Wealth Management CO

603K
Shares

$47.9 Million
0.04% of portfolio

About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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