Zimmermann Investment Management & Planning LLC Ishare Morningstar Mid Cap Gro Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 01, 2022	SELL	$50.31 - $61.06 $110,581 - $134,209	-2,198 Reduced 29.22%	5,324 $268,000
Q2 2022 Jul 28, 2022	SELL	$49.67 - $65.18 $68,246 - $89,557	-1,374 Reduced 15.45%	7,522 $391,000
Q1 2022 Apr 18, 2022	SELL	$58.98 - $72.55 $305,752 - $376,099	-5,184 Reduced 36.82%	8,896 $572,000
Q4 2021 Feb 03, 2022	BUY	$68.19 - $76.33 $960,115 - $1.07 Million	14,080 New	14,080 $1.03 Million

Others Institutions Holding IMCG

# of Institutions

339

Shares Held

17.1M

Call Options Held

Put Options Held

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

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