Regent Peak Wealth Advisors LLC Ishares Morningstar Small Cap Transaction History

Regent Peak Wealth Advisors LLC

$428 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 28, 2021	SELL	$48.34 - $58.15 $3,190 - $3,837	-66 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$40.02 - $52.33 $2,641 - $3,453	66 New	66 $20,000

Others Institutions Holding ISCG

# of Institutions

146

Shares Held

7.41M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.09M
Shares

$46.6 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

439K
Shares

$18.8 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

413K
Shares

$17.7 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

395K
Shares

$16.9 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

389K
Shares

$16.7 Million
0.01% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
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