Cornerstone Planning Group LLC Ishares Morningstar Small Cap Put Options Transaction History

Cornerstone Planning Group LLC

$624 Billion
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding ISCG

# of Institutions

165

Shares Held

8.39M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

823K
Shares

$43.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

515K
Shares

$27.5 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

491K
Shares

$26.2 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

397K
Shares

$21.2 Million
0.03% of portfolio
Avantax Advisory Services, Inc.

378K
Shares

$20.2 Million
0.11% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

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