Summit Wealth Group LLC / CO Ishare Morningstar Mid Cap Gro Transaction History

Summit Wealth Group LLC / CO

$300 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$63.36 - $80.23 $2.36 Million - $2.99 Million	37,304 New	37,304 $2.99 Billion

Others Institutions Holding IMCG

# of Institutions

402

Shares Held

27.2M

Call Options Held

0

Put Options Held

0

Vantagepoint Investment Advisers LLC

3.12M
Shares

$250 Million
2.19% of portfolio
Lpl Financial LLC Fort Mill, SC

2.29M
Shares

$183 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.45M
Shares

$116 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.04M
Shares

$83.6 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1M
Shares

$80.3 Million
0.03% of portfolio

About ISHARE MORNINGSTAR MID CAP GRO

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