Clarus Wealth Advisors Ishares Morningstar Small Cap Transaction History

Clarus Wealth Advisors

$182 Million
Q2 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

139

Shares Held

7.16M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.05M
Shares

$51 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

419K
Shares

$20.4 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

413K
Shares

$20.1 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

352K
Shares

$17.1 Million
0.12% of portfolio
Gallagher Benefit Services, Inc. Rolling Meadows, IL

343K
Shares

$16.7 Million
2.6% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
Sector ETFs
Industry ETFs

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