Ima Wealth, Inc. Ishares Morningstar Small Cap Transaction History
Ima Wealth, Inc.
- $829 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding ISCG
# of Institutions
147Shares Held
7.42MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.09MShares$49.9 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO439KShares$20.1 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$18.9 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.395KShares$18.1 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC389KShares$17.8 Million0.01% of portfolio