Summit Asset Management, LLC Ishares Morningstar Small Cap Transaction History

Summit Asset Management, LLC

$605 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	$25.77 - $34.98 $25,434 - $34,525	-987 Closed	0 $0
Q3 2018 Nov 06, 2018	BUY	$32.95 - $35.98 $32,521 - $35,512	987 New	987 $210,000

Others Institutions Holding ISCG

# of Institutions

157

Shares Held

7.71M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.06M
Shares

$53.8 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

465K
Shares

$23.6 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

397K
Shares

$20.1 Million
0.01% of portfolio
Avantax Advisory Services, Inc.

378K
Shares

$19.2 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

371K
Shares

$18.8 Million
0.0% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
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