Montis Financial, LLC Ishare Morningstar Mid Cap Gro Transaction History

Montis Financial, LLC

$322 Million
Q4 2024

A detailed history of Montis Financial, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Montis Financial, LLC holds 4,896 shares of IMCG stock, worth $390,358. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,896

Holding current value

$390,358

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$72.18 - $81.41 $353,393 - $398,583	4,896 New	4,896 $369,000

Others Institutions Holding IMCG

# of Institutions

362

Shares Held

19.1M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

1.21M
Shares

$96.6 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

987K
Shares

$78.7 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

904K
Shares

$72.1 Million
0.03% of portfolio
Morgan Stanley New York, NY

794K
Shares

$63.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

696K
Shares

$55.5 Million
0.07% of portfolio

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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Montis Financial, LLC Ishare Morningstar Mid Cap Gro Transaction History