North Star Asset Management LLC /Nj/ Ishares Morningstar Small Cap Transaction History
North Star Asset Management LLC /Nj/
- $150 Billion
- Q3 2024
A detailed history of North Star Asset Management LLC /Nj/ transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, North Star Asset Management LLC /Nj/ holds 77,707 shares of ISCG stock, worth $4.13 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
77,707
Previous 73,423
5.83%
Holding current value
$4.13 Million
Previous $3.34 Billion
13.93%
% of portfolio
2.54%
Previous 2.31%
Shares
4 transactions
Others Institutions Holding ISCG
# of Institutions
130Shares Held
7.21MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.08MShares$57.6 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO423KShares$22.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC388KShares$20.6 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.378KShares$20.1 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC355KShares$18.8 Million0.01% of portfolio