Wbi Investments, Inc. Ishare Morningstar Mid Cap Gro Transaction History

Wbi Investments, Inc.

$469 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 11, 2019	SELL	$30.16 - $38.97 $325,185 - $420,174	-10,782 Closed	0 $0
Q3 2018 Oct 31, 2018	BUY	$36.5 - $39.57 $393,543 - $426,643	10,782 New	10,782 $2.54 Million

Others Institutions Holding IMCG

# of Institutions

309

Shares Held

16.1M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.47M
Shares

$99.9 Million
0.06% of portfolio
Morgan Stanley New York, NY

899K
Shares

$60.9 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

888K
Shares

$60.2 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

698K
Shares

$47.3 Million
0.05% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

623K
Shares

$42.2 Million
0.07% of portfolio

About ISHARE MORNINGSTAR MID CAP GRO

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