Trinity Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History

Trinity Wealth Management, LLC

$218 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 27, 2021	SELL	$62.47 - $69.22 $82,835 - $91,785	-1,326 Closed	0 $0
Q1 2021 May 20, 2021	BUY	$59.71 - $69.62 $79,175 - $92,316	1,326 New	1,326 $501,000

Others Institutions Holding IMCG

# of Institutions

321

Shares Held

16.8M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

1.05M
Shares

$76.3 Million
0.02% of portfolio
Morgan Stanley New York, NY

920K
Shares

$66.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

917K
Shares

$66.6 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

722K
Shares

$52.4 Million
0.05% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

696K
Shares

$50.6 Million
0.07% of portfolio

About ISHARE MORNINGSTAR MID CAP GRO

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