Lido Advisors, LLC Ishares Morningstar Small Cap Transaction History

Lido Advisors, LLC

$21.7 Billion
Q4 2024

A detailed history of Lido Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Lido Advisors, LLC holds 11,041 shares of ISCG stock, worth $511,860. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,041

Holding current value

$511,860

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$48.22 - $54.03 $532,397 - $596,545	11,041 New	11,041 $546,000

Others Institutions Holding ISCG

# of Institutions

147

Shares Held

7.42M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

1.09M
Shares

$50.4 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

439K
Shares

$20.3 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

413K
Shares

$19.1 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

395K
Shares

$18.3 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

389K
Shares

$18 Million
0.01% of portfolio

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About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
Sector ETFs
Industry ETFs

More about ISCG

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