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

Merriman Wealth Management, LLC

$2.3 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 28, 2021	SELL	$62.47 - $69.22 $224,329 - $248,569	-3,591 Closed	0 $0
Q1 2021 May 10, 2021	SELL	$59.71 - $69.62 $5,433 - $6,335	-91 Reduced 2.47%	3,591 $1.36 Million
Q4 2020 Feb 10, 2021	SELL	$53.63 - $65.01 $3,914 - $4,745	-73 Reduced 1.94%	3,682 $1.41 Million
Q3 2020 Oct 26, 2020	SELL	$49.18 - $55.94 $196 - $223	-4 Reduced 0.11%	3,755 $1.2 Million
Q2 2020 Jul 31, 2020	SELL	$34.76 - $49.01 $35,316 - $49,794	-1,016 Reduced 21.28%	3,759 $1.1 Million
Q1 2020 Apr 22, 2020	SELL	$31.41 - $47.63 $3,141 - $4,763	-100 Reduced 2.05%	4,775 $1.04 Million
Q4 2019 Jan 23, 2020	SELL	$39.47 - $44.02 $5,604 - $6,250	-142 Reduced 2.83%	4,875 $1.28 Million
Q3 2019 Oct 18, 2019	BUY	$40.09 - $43.26 $201,131 - $217,035	5,017 New	5,017 $1.22 Million

Others Institutions Holding IMCG

# of Institutions

390

Shares Held

22.8M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.01M
Shares

$144 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.83M
Shares

$131 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

943K
Shares

$67.7 Million
0.03% of portfolio
Morgan Stanley New York, NY

914K
Shares

$65.6 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

727K
Shares

$52.2 Million
0.04% of portfolio

About ISHARE MORNINGSTAR MID CAP GRO

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