Wmg Financial Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History

Wmg Financial Advisors, LLC

$168 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$49.67 - $65.18 $256,297 - $336,328	-5,160 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$68.19 - $76.33 $351,860 - $393,862	5,160 New	5,160 $377,000

Others Institutions Holding IMCG

# of Institutions

308

Shares Held

16.1M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.47M
Shares

$99.5 Million
0.06% of portfolio
Morgan Stanley New York, NY

899K
Shares

$60.7 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

888K
Shares

$60 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

698K
Shares

$47.1 Million
0.05% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

623K
Shares

$42.1 Million
0.07% of portfolio

About ISHARE MORNINGSTAR MID CAP GRO

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