Creative Planning Ishares Morningstar Small Cap Transaction History
Creative Planning
- $93.6 Billion
- Q2 2024
A detailed history of Creative Planning transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Creative Planning holds 14,019 shares of ISCG stock, worth $683,005. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,019
Previous 14,196
1.25%
Holding current value
$683,005
Previous $661,000
3.63%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding ISCG
# of Institutions
139Shares Held
7.16MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.05MShares$51 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO419KShares$20.4 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY413KShares$20.1 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.352KShares$17.1 Million0.12% of portfolio
-
Gallagher Benefit Services, Inc. Rolling Meadows, IL343KShares$16.7 Million2.6% of portfolio