A detailed history of Ipsen Advisor Group LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 108,898 shares of ISCG stock, worth $4.84 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares
108,898
Previous 107,024 1.75%
Holding current value
$4.84 Million
Previous $5.29 Billion 7.32%
% of portfolio
4.22%
Previous 4.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025

BUY
$44.44 - $52.05 $83,280 - $97,541
1,874 Added 1.75%
108,898 $4.91 Billion
Q4 2024

Feb 11, 2025

BUY
$48.22 - $54.03 $1.02 Million - $1.15 Million
21,255 Added 24.78%
107,024 $5.29 Billion
Q4 2022

Feb 10, 2023

BUY
$34.27 - $38.77 $2.94 Million - $3.33 Million
85,769 New
85,769 $3.09 Billion

Others Institutions Holding ISCG

About ISHARES MORNINGSTAR SMALL CAP


  • Ticker ISCG
  • Sector ETFs
  • Industry ETFs
More about ISCG
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