American Trust Ishares Morningstar Small Cap Transaction History

American Trust

$1.15 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 22, 2023	BUY	$35.89 - $41.91 $24,512 - $28,624	683 Added 10.2%	7,378 $287,000
Q4 2022 Feb 16, 2023	BUY	$34.27 - $38.77 $229,437 - $259,565	6,695 New	6,695 $241,000

Others Institutions Holding ISCG

# of Institutions

131

Shares Held

7.21M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.08M
Shares

$56.4 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

423K
Shares

$22 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

388K
Shares

$20.2 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

378K
Shares

$19.7 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

355K
Shares

$18.4 Million
0.01% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

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