Opal Wealth Advisors, LLC Ishares Morningstar Small Cap Transaction History

Opal Wealth Advisors, LLC

$315 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	BUY	$42.78 - $46.46 $134,585 - $146,163	3,146 New	3,146 $143,000

Others Institutions Holding ISCG

# of Institutions

131

Shares Held

7.21M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.08M
Shares

$56.4 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

423K
Shares

$22 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

388K
Shares

$20.2 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

378K
Shares

$19.7 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

355K
Shares

$18.4 Million
0.01% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
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