Summit Financial, LLC Ishare Morningstar Mid Cap Gro Transaction History

Summit Financial, LLC

$4.38 Billion
Q2 2025

A detailed history of Summit Financial, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Summit Financial, LLC holds 4,959 shares of IMCG stock, worth $404,803. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,959

Holding current value

$404,803

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$63.36 - $80.23 $314,202 - $397,860	4,959 New	4,959 $397,000

Others Institutions Holding IMCG

# of Institutions

407

Shares Held

23M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.13M
Shares

$174 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.49M
Shares

$121 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.01M
Shares

$82.8 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

973K
Shares

$79.4 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

782K
Shares

$63.8 Million
0.05% of portfolio

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About ISHARE MORNINGSTAR MID CAP GRO

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