Wealth Shield Partners, LLC Ishares Morningstar Small Cap Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 08, 2023	BUY	$35.89 - $41.91 $89,725 - $104,774	2,500 New	2,500 $97,000

Others Institutions Holding ISCG

# of Institutions

131

Shares Held

7.21M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.08M
Shares

$54.5 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

423K
Shares

$21.3 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

388K
Shares

$19.5 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

378K
Shares

$19 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

355K
Shares

$17.8 Million
0.01% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
Sector ETFs
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