Phoenix Wealth Advisors Ishares Morningstar Small Cap Transaction History
Phoenix Wealth Advisors
- $199 Million
- Q2 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 25,182 shares of ISCG stock, worth $1.17 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
25,182
Previous 20,309
23.99%
Holding current value
$1.17 Million
Previous $945,000
21.16%
% of portfolio
0.58%
Previous 0.58%
Shares
7 transactions
Others Institutions Holding ISCG
# of Institutions
139Shares Held
7.16MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.05MShares$48.7 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO419KShares$19.5 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY413KShares$19.2 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.352KShares$16.4 Million0.12% of portfolio
-
Gallagher Benefit Services, Inc. Rolling Meadows, IL343KShares$16 Million2.6% of portfolio