Ipsen Advisor Group LLC Ishares Morningstar Small Cap Transaction History

Ipsen Advisor Group LLC

  • $131 Billion
  • Q2 2025

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 56,034 shares of ISCV stock, worth $3.49 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares
56,034
Previous 54,531 2.76%
Holding current value
$3.49 Million
Previous $3.23 Billion 6.38%
% of portfolio
2.62%
Previous 2.78%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$51.37 - $61.54 $77,209 - $92,494
1,503 Added 2.76%
56,034 $3.44 Billion
Q1 2025

Apr 15, 2025
BUY
$58.11 - $66.0 $27,137 - $30,822
467 Added 0.86%
54,531 $3.23 Billion
Q4 2024

Feb 11, 2025
SELL
$62.21 - $69.5 $1.02 Million - $1.14 Million
-16,465 Reduced 23.35%
54,064 $3.43 Billion
Q4 2022

Feb 10, 2023
BUY
$48.79 - $56.02 $3.44 Million - $3.95 Million
70,529 New
70,529 $3.67 Billion

Others Institutions Holding ISCV

# of Institutions
123
Shares Held
3.69M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

ISCV Quotes by TradingView
  • Ticker ISCV
  • Sector ETFs
  • Industry ETFs
More about ISCV
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