Rooted Wealth Advisors, Inc. Ishares Morningstar Small Cap Transaction History

Rooted Wealth Advisors, Inc.

$227 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 03, 2023	BUY	$37.58 - $41.41 $2.15 Million - $2.37 Million	57,127 New	57,127 $2.35 Million

Others Institutions Holding ISCG

# of Institutions

139

Shares Held

7.16M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.05M
Shares

$51 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

419K
Shares

$20.4 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

413K
Shares

$20.1 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

352K
Shares

$17.1 Million
0.12% of portfolio
Gallagher Benefit Services, Inc. Rolling Meadows, IL

343K
Shares

$16.7 Million
2.6% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
Sector ETFs
Industry ETFs

More about ISCG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.