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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
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

More positions owned by Oppenheimer & Co

Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Meta Platforms Cl A (META)
Home Depot (HD)
Visa Com Cl A (V)
Eli Lilly & Co. (LLY)

View all positions for Oppenheimer & Co

Top funds holding iShares Morningstar Mid Growth Idx

Assetmark
Creative Financial Designs
Raymond James Financial Services Advisors
Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Orgel Wealth Management
H D Vest Advisory Services
Advisor Group Holdings
Forte Capital
Cornerstone Planning Group
Cosner Financial Group
Rodgers & Associates
Cambridge Investment Research Advisors

View all funds holding iShares Morningstar Mid Growth Idx