Lpl Financial LLC Ishare Morningstar Mid Cap Gro Transaction History

Lpl Financial LLC

  • $238 Billion
  • Q4 2024

A detailed history of Lpl Financial LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Lpl Financial LLC holds 1,189,592 shares of IMCG stock, worth $86.5 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,189,592
Previous 986,537 20.58%
Holding current value
$86.5 Million
Previous $72 Million 24.81%
% of portfolio
0.04%
Previous 0.03%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$72.18 - $81.41 $14.7 Million - $16.5 Million
203,055 Added 20.58%
1,189,592 $89.8 Million
Q3 2024

Nov 08, 2024
BUY
$65.15 - $72.97 $4.54 Million - $5.08 Million
69,614 Added 7.59%
986,537 $72 Million
Q2 2024

Aug 07, 2024
SELL
$65.46 - $70.15 $36.5 Million - $39.1 Million
-557,362 Reduced 37.81%
916,923 $62.1 Million
Q1 2024

May 10, 2024
BUY
$62.4 - $70.68 $38.7 Million - $43.8 Million
620,381 Added 72.65%
1,474,285 $104 Million
Q4 2023

Feb 14, 2024
BUY
$53.24 - $64.9 $8.99 Million - $11 Million
168,919 Added 24.66%
853,904 $55 Million
Q3 2023

Nov 13, 2023
BUY
$56.42 - $63.15 $1.91 Million - $2.13 Million
33,791 Added 5.19%
684,985 $39.1 Million
Q2 2023

Jul 31, 2023
BUY
$55.21 - $60.94 $3.77 Million - $4.16 Million
68,306 Added 11.72%
651,194 $39.7 Million
Q1 2023

May 10, 2023
BUY
$53.41 - $60.85 $3.77 Million - $4.3 Million
70,625 Added 13.79%
582,888 $33.6 Million
Q4 2022

Feb 07, 2023
BUY
$49.2 - $57.69 $558,174 - $654,493
11,345 Added 2.26%
512,263 $27.6 Million
Q3 2022

Nov 14, 2022
SELL
$50.31 - $61.06 $4.61 Million - $5.6 Million
-91,694 Reduced 15.47%
500,918 $25.2 Million
Q2 2022

Aug 12, 2022
SELL
$49.67 - $65.18 $351,315 - $461,018
-7,073 Reduced 1.18%
592,612 $30.8 Million
Q1 2022

May 16, 2022
BUY
$58.98 - $72.55 $5.32 Million - $6.54 Million
90,136 Added 17.69%
599,685 $38.5 Million
Q4 2021

Feb 14, 2022
BUY
$68.19 - $76.33 $1.83 Million - $2.05 Million
26,888 Added 5.57%
509,549 $37.3 Million
Q3 2021

Nov 15, 2021
BUY
$67.2 - $73.35 $3.76 Million - $4.1 Million
55,914 Added 13.1%
482,661 $33.2 Million
Q2 2021

Aug 13, 2021
BUY
$62.47 - $69.22 $20.5 Million - $22.7 Million
327,954 Added 331.96%
426,747 $29.4 Million
Q1 2021

May 14, 2021
SELL
$59.71 - $69.62 $43,170 - $50,335
-723 Reduced 0.73%
98,793 $37.4 Million
Q4 2020

Feb 12, 2021
BUY
$53.63 - $65.01 $758,328 - $919,241
14,140 Added 16.56%
99,516 $38.1 Million
Q3 2020

Nov 09, 2020
BUY
$49.18 - $55.94 $1.59 Million - $1.8 Million
32,254 Added 60.72%
85,376 $27.4 Million
Q2 2020

Aug 13, 2020
BUY
$34.76 - $49.01 $22,385 - $31,562
644 Added 1.23%
53,122 $15.6 Million
Q1 2020

May 14, 2020
SELL
$31.41 - $47.63 $168,263 - $255,153
-5,357 Reduced 9.26%
52,478 $11.4 Million
Q4 2019

Feb 14, 2020
SELL
$39.47 - $44.02 $503,518 - $561,563
-12,757 Reduced 18.07%
57,835 $15.2 Million
Q3 2019

Nov 13, 2019
BUY
$40.09 - $43.26 $1.02 Million - $1.1 Million
25,417 Added 56.26%
70,592 $17.2 Million
Q2 2019

Aug 09, 2019
BUY
$38.77 - $42.2 $30,201 - $32,873
779 Added 1.75%
45,175 $11.4 Million
Q1 2019

May 08, 2019
BUY
$31.39 - $39.56 $452,172 - $569,861
14,405 Added 48.03%
44,396 $10.4 Million
Q4 2018

Feb 07, 2019
SELL
$30.16 - $38.97 $135,056 - $174,507
-4,478 Reduced 12.99%
29,991 $5.83 Million
Q3 2018

Nov 14, 2018
BUY
$36.5 - $39.57 $249,331 - $270,302
6,831 Added 24.72%
34,469 $8.13 Million
Q2 2018

Aug 14, 2018
SELL
$33.65 - $37.79 $41,860 - $47,010
-1,244 Reduced 4.31%
27,638 $6.05 Million
Q1 2018

May 15, 2018
BUY
$32.87 - $36.43 $43,158 - $47,832
1,313 Added 4.76%
28,882 $6.05 Million
Q4 2017

Feb 14, 2018
SELL
$31.76 - $33.75 $273,231 - $290,351
-8,603 Reduced 23.78%
27,569 $5.58 Million
Q3 2017

Nov 14, 2017
BUY
$31.22 - $31.61 $302,615 - $306,395
9,693 Added 36.61%
36,172 $6.86 Million
Q2 2017

Aug 14, 2017
BUY
N/A
26,479
26,479 $4.84 Million

Others Institutions Holding IMCG

# of Institutions
379
Shares Held
21.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARE MORNINGSTAR MID CAP GRO

IMCG Quotes by TradingView
  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email