Venturi Wealth Management, LLC Ishares Morningstar Small Cap Transaction History

Venturi Wealth Management, LLC

$1.77 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 02, 2023	BUY	$35.89 - $41.91 $25,912 - $30,259	722 New	722 $28,000

Others Institutions Holding ISCG

# of Institutions

154

Shares Held

7.76M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.06M
Shares

$54 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

465K
Shares

$23.7 Million
0.02% of portfolio
Avantax Advisory Services, Inc.

399K
Shares

$20.3 Million
0.11% of portfolio
Lpl Financial LLC Fort Mill, SC

397K
Shares

$20.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

371K
Shares

$18.9 Million
0.0% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
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