Crescent Grove Advisors, LLC Ishares Morningstar Small Cap Transaction History
Crescent Grove Advisors, LLC
- $980 Million
- Q2 2025
A detailed history of Crescent Grove Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Crescent Grove Advisors, LLC holds 14,337 shares of ISCG stock, worth $788,965. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,337
Previous 14,337
-0.0%
Holding current value
$788,965
Previous $645,000
10.54%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding ISCG
# of Institutions
164Shares Held
8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.06MShares$58.4 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO491KShares$27 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC435KShares$23.9 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.378KShares$20.8 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC345KShares$19 Million0.0% of portfolio