Charter Oak Capital Management, LLC Ishares Morningstar Small Cap Transaction History

Charter Oak Capital Management, LLC

  • $1.07 Billion
  • Q3 2024

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 05, 2022
SELL
$40.3 - $50.07 $17,651 - $21,930
-438 Reduced 44.33%
550 $24,000
Q4 2021

Feb 09, 2022
BUY
$47.43 - $54.51 $46,860 - $53,855
988 New
988 $49,000

Others Institutions Holding ISCG

# of Institutions
131
Shares Held
7.21M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

ISCG Quotes by TradingView
  • Ticker ISCG
  • Sector ETFs
  • Industry ETFs
More about ISCG
Track This Portfolio

Track Charter Oak Capital Management, LLC Portfolio

Follow Charter Oak Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charter Oak Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Charter Oak Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email