Iag Wealth Partners, LLC Ishares Morningstar Small Cap Transaction History
Iag Wealth Partners, LLC
- $535 Million
- Q3 2024
A detailed history of Iag Wealth Partners, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 71,515 shares of ISCG stock, worth $3.71 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
71,515
Previous 69,581
2.78%
Holding current value
$3.71 Million
Previous $3.16 Million
10.65%
% of portfolio
0.65%
Previous 0.64%
Shares
4 transactions
Others Institutions Holding ISCG
# of Institutions
131Shares Held
7.21MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.08MShares$56.2 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO423KShares$21.9 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC388KShares$20.1 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.378KShares$19.6 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC355KShares$18.4 Million0.01% of portfolio