Rooted Wealth Advisors, Inc. Ishares Morningstar Small Cap Transaction History

Rooted Wealth Advisors, Inc.

$224 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 03, 2023	BUY	$37.58 - $41.41 $2.15 Million - $2.37 Million	57,127 New	57,127 $2.35 Million

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

Ticker ISCG
Sector ETFs
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