Surevest, LLC Ishares Morningstar Small Cap Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Surevest, LLC holds 7,700 shares of ISCG stock, worth $372,911. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,700
Previous 6,845
12.49%
Holding current value
$372,911
Previous $242,000
10.33%
% of portfolio
0.07%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding ISCG
# of Institutions
146Shares Held
7.42MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.09MShares$52.7 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO439KShares$21.3 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$20 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.395KShares$19.1 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC389KShares$18.8 Million0.01% of portfolio