Ipsen Advisor Group LLC Ishares Morningstar Small Cap Transaction History
Ipsen Advisor Group LLC
- $116 Billion
- Q1 2025
A detailed history of Ipsen Advisor Group LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 108,898 shares of ISCG stock, worth $4.84 Million. This represents 4.22% of its overall portfolio holdings.
Number of Shares
108,898
Previous 107,024
1.75%
Holding current value
$4.84 Million
Previous $5.29 Billion
7.32%
% of portfolio
4.22%
Previous 4.52%
Shares
3 transactions
Others Institutions Holding ISCG
# of Institutions
144Shares Held
7.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.09MShares$48.4 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO439KShares$19.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$18.4 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.395KShares$17.5 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC389KShares$17.3 Million0.01% of portfolio