Gilliland Jeter Wealth Management LLC Ishares Morningstar Small Cap Transaction History

Gilliland Jeter Wealth Management LLC

  • $296 Billion
  • Q4 2024

A detailed history of Gilliland Jeter Wealth Management LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 9,978 shares of ISCG stock, worth $516,760. This represents 0.17% of its overall portfolio holdings.

Number of Shares
9,978
Previous 9,260 7.75%
Holding current value
$516,760
Previous $453 Million 8.86%
% of portfolio
0.17%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$48.22 - $54.03 $34,621 - $38,793
718 Added 7.75%
9,978 $494 Million
Q3 2024

Oct 18, 2024
BUY
$44.24 - $49.07 $409,662 - $454,388
9,260 New
9,260 $453 Million
Q2 2024

Jul 24, 2024
BUY
$42.78 - $46.46 $77,902 - $84,603
1,821 New
1,821 $82.8 Million

Others Institutions Holding ISCG

# of Institutions
132
Shares Held
7.22M
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 Gilliland Jeter Wealth Management LLC Portfolio

Follow Gilliland Jeter Wealth 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 Gilliland Jeter Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gilliland Jeter Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email