Crescent Grove Advisors, LLC Ishares Morningstar Small Cap Transaction History
Crescent Grove Advisors, LLC
- $964 Million
- Q4 2024
A detailed history of Crescent Grove Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Crescent Grove Advisors, LLC holds 14,337 shares of ISCG stock, worth $732,333. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,337
Previous 14,337
-0.0%
Holding current value
$732,333
Previous $701,000
1.14%
% of portfolio
0.07%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding ISCG
# of Institutions
137Shares Held
7.27MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.08MShares$55.4 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO423KShares$21.6 Million0.02% of portfolio
-
Avantax Advisory Services, Inc.395KShares$20.2 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC388KShares$19.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC355KShares$18.1 Million0.01% of portfolio