River Tree Advisors, LLC Ishares Morningstar Small Cap Transaction History

River Tree Advisors, LLC

$138 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 10, 2021	SELL	$47.38 - $52.6 $547,949 - $608,319	-11,565 Closed	0 $0
Q1 2021 Aug 10, 2021	BUY	$48.34 - $58.15 $559,052 - $672,504	11,565 New	11,565 $3.48 Million

Others Institutions Holding ISCG

# of Institutions

130

Shares Held

7.21M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.08M
Shares

$58.1 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

423K
Shares

$22.7 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

388K
Shares

$20.8 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

378K
Shares

$20.3 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

355K
Shares

$19 Million
0.01% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
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