Caprock Group, Inc. Ishares Morningstar Small Cap Transaction History

Caprock Group, Inc.

$3.21 Billion
Q1 2025

A detailed history of Caprock Group, Inc. transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Caprock Group, Inc. holds 5,742 shares of ISCG stock, worth $315,982. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,742

Holding current value

$315,982

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$44.44 - $52.05 $255,174 - $298,871	5,742 New	5,742 $258,000

Others Institutions Holding ISCG

# of Institutions

164

Shares Held

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

1.06M
Shares

$58.4 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

491K
Shares

$27 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

435K
Shares

$23.9 Million
0.01% of portfolio
Avantax Advisory Services, Inc.

378K
Shares

$20.8 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$19 Million
0.0% of portfolio

View Full List

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
Sector ETFs
Industry ETFs

More about ISCG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Caprock Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Caprock Group, Inc. with notifications on news.

Account