Institute For Wealth Management, Llc. Ishares Morningstar Small Cap Transaction History
Institute For Wealth Management, Llc.
- $788 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding ISCV
# of Institutions
124Shares Held
3.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$25.3 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.261KShares$16.5 Million10.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$11.8 Million0.61% of portfolio
-
Matrix Trust CO186KShares$11.8 Million2.05% of portfolio
-
Bank Of America Corp Charlotte, NC156KShares$9.91 Million0.0% of portfolio