Congress Wealth Management LLC Ishares Morningstar Small Cap Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,870 shares of ISCG stock, worth $234,490. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,870
Holding current value
$234,490
% of portfolio
0.0%

Shares

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

May 14, 2025
BUY
$44.44 - $52.05 $216,422 - $253,483
4,870 New
4,870 $219,000

Others Institutions Holding ISCG

# of Institutions
150
Shares Held
7.73M
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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