Willner & Heller, LLC Ishare Morningstar Mid Cap Gro Transaction History
Willner & Heller, LLC
- $109 Million
- Q3 2024
A detailed history of Willner & Heller, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Willner & Heller, LLC holds 9,576 shares of IMCG stock, worth $738,309. This represents 0.64% of its overall portfolio holdings.
Number of Shares
9,576
Previous 9,389
1.99%
Holding current value
$738,309
Previous $636,000
9.75%
% of portfolio
0.64%
Previous 0.63%
Shares
9 transactions
Others Institutions Holding IMCG
# of Institutions
322Shares Held
17MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.05MShares$81 Million0.02% of portfolio
-
Morgan Stanley New York, NY920KShares$71 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC917KShares$70.7 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO722KShares$55.7 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$53.6 Million0.07% of portfolio