Masso Torrence Wealth Management Inc. Ishare Morningstar Mid Cap Gro Transaction History

Masso Torrence Wealth Management Inc.

$177 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	SELL	$56.42 - $63.15 $67,591 - $75,653	-1,198 Reduced 2.39%	48,931 $2.8 Million
Q2 2023 Aug 11, 2023	BUY	$55.21 - $60.94 $401,873 - $443,582	7,279 Added 16.99%	50,129 $3.05 Million
Q1 2023 May 12, 2023	BUY	$53.41 - $60.85 $585,533 - $667,098	10,963 Added 34.38%	42,850 $2.47 Million
Q4 2022 Feb 14, 2023	BUY	$49.2 - $57.69 $98,547 - $115,553	2,003 Added 6.7%	31,887 $1.72 Million
Q3 2022 Nov 14, 2022	SELL	$50.31 - $61.06 $120,995 - $146,849	-2,405 Reduced 7.45%	29,884 $1.51 Million
Q2 2022 Jul 28, 2022	BUY	$49.67 - $65.18 $54,984 - $72,154	1,107 Added 3.55%	32,289 $1.68 Million
Q1 2022 Apr 26, 2022	BUY	$58.98 - $72.55 $198,821 - $244,566	3,371 Added 12.12%	31,182 $2 Million
Q4 2021 Feb 10, 2022	BUY	$68.19 - $76.33 $1.9 Million - $2.12 Million	27,811 New	27,811 $2.04 Million

Others Institutions Holding IMCG

# of Institutions

339

Shares Held

17.1M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

1.21M
Shares

$97.2 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

987K
Shares

$79.2 Million
0.03% of portfolio
Morgan Stanley New York, NY

794K
Shares

$63.7 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

696K
Shares

$55.9 Million
0.07% of portfolio
Northwestern Mutual Wealth Management CO

603K
Shares

$48.4 Million
0.04% of portfolio

About ISHARE MORNINGSTAR MID CAP GRO

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