Spotlight Asset Group, Inc. Ishare Morningstar Mid Cap Gro Transaction History

Spotlight Asset Group, Inc.

$140 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 08, 2021	SELL	$53.63 - $65.01 $98,518 - $119,423	-1,837 Closed	0 $0
Q3 2020 Oct 30, 2020	BUY	$49.18 - $55.94 $90,343 - $102,761	1,837 New	1,837 $589,000

Others Institutions Holding IMCG

# of Institutions

387

Shares Held

21M

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

1.39M
Shares

$100 Million
0.03% of portfolio
Morgan Stanley New York, NY

914K
Shares

$65.6 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

904K
Shares

$64.9 Million
0.03% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

696K
Shares

$50 Million
0.07% of portfolio

About ISHARE MORNINGSTAR MID CAP GRO

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