Cherry Tree Wealth Management, LLC Ishares Morningstar Small Cap Call Options Transaction History

Cherry Tree Wealth Management, LLC

$415 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ISCG

# of Institutions

148

Shares Held

7.68M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.06M
Shares

$47.4 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

465K
Shares

$20.8 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

413K
Shares

$18.4 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

399K
Shares

$17.8 Million
0.11% of portfolio
Lpl Financial LLC Fort Mill, SC

397K
Shares

$17.7 Million
0.01% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
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