Valmark Advisers, Inc. Ishares Morningstar Small Cap Transaction History
Valmark Advisers, Inc.
- $6.38 Billion
- Q4 2024
A detailed history of Valmark Advisers, Inc. transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Valmark Advisers, Inc. holds 7,982 shares of ISCG stock, worth $364,537. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,982
Previous 16,310
51.06%
Holding current value
$364,537
Previous $798,000
50.63%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding ISCG
# of Institutions
147Shares Held
7.42MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.09MShares$49.7 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO439KShares$20 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$18.9 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.395KShares$18 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC389KShares$17.8 Million0.01% of portfolio