Clarus Wealth Advisors Ishares Morningstar Small Cap Transaction History

Clarus Wealth Advisors

$200 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 22, 2024	BUY	$35.43 - $44.69 $1.09 Million - $1.38 Million	30,816 New	30,816 $1.36 Million

Others Institutions Holding ISCG

# of Institutions

144

Shares Held

7.44M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.09M
Shares

$55.6 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

439K
Shares

$22.5 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

413K
Shares

$21.1 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

395K
Shares

$20.2 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

389K
Shares

$19.9 Million
0.01% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
Sector ETFs
Industry ETFs

More about ISCG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clarus Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Clarus Wealth Advisors with notifications on news.