Clarus Wealth Advisors Ishares Morningstar Small Cap Transaction History

Clarus Wealth Advisors

$200 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 22, 2024	BUY	$35.43 - $44.69 $1.09 Million - $1.38 Million	30,816 New	30,816 $1.36 Million

Others Institutions Holding ISCG

# of Institutions

132

Shares Held

7.21M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.08M
Shares

$55.3 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

423K
Shares

$21.6 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

388K
Shares

$19.8 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

378K
Shares

$19.3 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

355K
Shares

$18.1 Million
0.01% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
Sector ETFs
Industry ETFs

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