Tyler Stone Wealth Management Ishares Morningstar Small Cap Transaction History

Tyler Stone Wealth Management

$510 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$38.15 - $43.33 $11,445 - $12,999	300 New	300 $12,000

Others Institutions Holding ISCG

# of Institutions

133

Shares Held

7.18M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.08M
Shares

$55.7 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

423K
Shares

$21.7 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

388K
Shares

$19.9 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

378K
Shares

$19.4 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

355K
Shares

$18.2 Million
0.01% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
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