Whipplewood Advisors, LLC Ishares Morningstar Small Cap Transaction History
Whipplewood Advisors, LLC
- $176 Billion
- Q4 2024
A detailed history of Whipplewood Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 3,300 shares of ISCG stock, worth $150,711. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,300Holding current value
$150,711% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding ISCG
# of Institutions
147Shares Held
7.42MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.09MShares$49.7 Million0.0% of portfolio
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Northwestern Mutual Wealth Management CO439KShares$20 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC413KShares$18.9 Million0.0% of portfolio
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Avantax Advisory Services, Inc.395KShares$18 Million0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC389KShares$17.8 Million0.01% of portfolio