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iShares Morningstar Mid Growth Idx shares owned by Oppenheimer & Co

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Oppenheimer & Co from 13F filings

Historical chart of Oppenheimer & Co investment in iShares Morningstar Mid Growth Idx

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All positions including iShares Morningstar Mid Growth Idx held by Oppenheimer & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Oppenheimer & Co

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4M 88k 72.97
2024-03-31 $6.8M 97k 70.68
2023-09-30 $7.3M 128k 57.13
2023-06-30 $5.8M 96k 60.94
2023-03-31 $4.3M 74k 57.56
2021-12-31 $1.2M 17k 73.25

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Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Eli Lilly & Co. (LLY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)

View all positions for Oppenheimer & Co

Top funds holding iShares Morningstar Mid Growth Idx

LPL Financial
Morgan Stanley
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Nelson, Van Denburg & Campbell Wealth Management
Commonwealth Equity Services
H D Vest Advisory Services
Wells Fargo & Company
Royal Bank of Canada
Orgel Wealth Management
Cornerstone Planning Group
Creative Financial Designs
Mariner Wealth Advisors
Bank of America Corporation
Advisor Group Holdings

View all funds holding iShares Morningstar Mid Growth Idx