Optimum Investment Advisors Ishares Morningstar Small Cap Transaction History
Optimum Investment Advisors
- $223 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding ISCG
# of Institutions
162Shares Held
7.94MCall 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