Stone X Group Inc. Ishare Morningstar Mid Cap Gro Transaction History

Stone X Group Inc.

$1.14 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$58.98 - $72.55 $424,479 - $522,142	-7,197 Closed	0 $0
Q4 2021 Feb 10, 2022	SELL	$68.19 - $76.33 $4,977 - $5,572	-73 Reduced 1.0%	7,197 $527,000
Q3 2021 Oct 20, 2021	BUY	$67.2 - $73.35 $7,324 - $7,995	109 Added 1.52%	7,270 $501,000
Q2 2021 Aug 06, 2021	BUY	$62.47 - $69.22 $344,084 - $381,263	5,508 Added 333.21%	7,161 $493,000
Q1 2021 Jun 23, 2021	SELL	$59.71 - $69.62 $1,552 - $1,810	-26 Reduced 1.55%	1,653 $104,000
Q4 2020 Feb 03, 2021	BUY	$53.63 - $65.01 $11,798 - $14,302	220 Added 15.08%	1,679 $107,000
Q3 2020 Nov 12, 2020	BUY	$49.18 - $55.94 $20,999 - $23,886	427 Added 41.38%	1,459 $77,000
Q2 2020 Aug 12, 2020	BUY	$34.76 - $49.01 $69 - $98	2 Added 0.19%	1,032 $50,000
Q1 2020 Apr 30, 2020	SELL	$31.41 - $47.63 $24,970 - $37,865	-795 Reduced 43.56%	1,030 $37,000
Q4 2019 Jan 24, 2020	BUY	$39.47 - $44.02 $72,032 - $80,336	1,825 New	1,825 $79,000

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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