Phoenix Wealth Advisors Ishares Morningstar Small Cap Transaction History
Phoenix Wealth Advisors
- $164 Million
- Q1 2024
A detailed history of Phoenix Wealth Advisors transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Phoenix Wealth Advisors holds 20,309 shares of ISCG stock, worth $922,840. This represents 0.58% of its overall portfolio holdings.
Number of Shares
20,309
Previous 15,707
29.3%
Holding current value
$922,840
Previous $691,000
36.76%
% of portfolio
0.58%
Previous 0.48%
Shares
6 transactions
Others Institutions Holding ISCG
# of Institutions
138Shares Held
7.07MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.24MShares$56.5 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO417KShares$19 Million0.02% of portfolio
-
Morgan Stanley New York, NY350KShares$15.9 Million0.0% of portfolio
-
Gallagher Benefit Services, Inc. Rolling Meadows, IL343KShares$15.6 Million2.6% of portfolio
-
F3 Logic, LLC343KShares$15.6 Million2.6% of portfolio