Wealth Plan Partners, LLC Ishare Morningstar Mid Cap Gro Transaction History

Wealth Plan Partners, LLC

$931 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 15, 2019	SELL	$40.09 - $43.26 $61,738 - $66,620	-1,540 Closed	0 $0
Q2 2019 Aug 19, 2019	BUY	$38.77 - $42.2 $59,705 - $64,988	1,540 New	1,540 $384,000

Others Institutions Holding IMCG

# of Institutions

316

Shares Held

16.8M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

1.05M
Shares

$72.5 Million
0.02% of portfolio
Morgan Stanley New York, NY

920K
Shares

$63.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

917K
Shares

$63.3 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

722K
Shares

$49.8 Million
0.05% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

652K
Shares

$45 Million
0.06% of portfolio

About ISHARE MORNINGSTAR MID CAP GRO

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