Wfa Of San Diego, LLC Ishare Morningstar Mid Cap Gro Transaction History

Wfa Of San Diego, LLC

$116 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$59.71 - $69.62 $8,956 - $10,443	-150 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$53.63 - $65.01 $8,044 - $9,751	150 New	150 $382,000

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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