Concord Wealth Partners Ishares Morningstar Small Cap Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Concord Wealth Partners holds 112 shares of ISCG stock, worth $6,163. This represents 0.0% of its overall portfolio holdings.

Number of Shares
112
Holding current value
$6,163
% of portfolio
0.0%

Shares

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

Jul 25, 2025
BUY
$39.44 - $49.76 $4,417 - $5,573
112 New
112 $5,000
Q3 2024

Oct 24, 2024
BUY
$44.24 - $49.07 $4,954 - $5,495
112 New
112 $5,000
Q1 2024

Apr 30, 2024
SELL
$41.98 - $46.57 $4,701 - $5,215
-112 Reduced 7.43%
1,396 $65,000
Q3 2023

Apr 30, 2024
BUY
$38.15 - $43.33 $57,530 - $65,341
1,508 New
1,508 $58,000
Q3 2023

Oct 25, 2023
BUY
$38.15 - $43.33 $6,180 - $7,019
162 Added 12.04%
1,508 $58,000
Q2 2023

Aug 07, 2023
BUY
$37.58 - $41.41 $5,862 - $6,459
156 Added 13.11%
1,346 $55,000
Q1 2023

Apr 26, 2023
BUY
$35.89 - $41.91 $7,429 - $8,675
207 Added 21.06%
1,190 $46,000
Q4 2022

Jan 27, 2023
BUY
$34.27 - $38.77 $33,687 - $38,110
983 New
983 $35,000
Q2 2022

Aug 04, 2022
BUY
$33.74 - $44.96 $7,658 - $10,205
227 Added 58.96%
612 $22,000
Q1 2022

Apr 20, 2022
SELL
$40.3 - $50.07 $19,182 - $23,833
-476 Reduced 55.28%
385 $17,000
Q4 2021

Jan 21, 2022
BUY
$47.43 - $54.51 $664 - $763
14 Added 1.65%
861 $43,000
Q3 2021

Nov 09, 2021
BUY
$48.09 - $52.25 $528 - $574
11 Added 1.32%
847 $42,000
Q2 2021

Jul 29, 2021
BUY
$47.38 - $52.6 $33,308 - $36,977
703 Added 528.57%
836 $43,000
Q1 2021

May 13, 2021
BUY
$48.34 - $58.15 $4,350 - $5,233
90 Added 209.3%
133 $40,000
Q4 2020

Feb 16, 2021
BUY
$40.02 - $52.33 $1,720 - $2,250
43 New
43 $13,000

Others Institutions Holding ISCG

# of Institutions
164
Shares Held
7.95M
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
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