Gilliland Jeter Wealth Management LLC Ishares Morningstar Small Cap Transaction History

Gilliland Jeter Wealth Management LLC

  • $307 Billion
  • Q2 2025

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 10,971 shares of ISCG stock, worth $556,229. This represents 0.18% of its overall portfolio holdings.

Number of Shares
10,971
Previous 10,100 8.62%
Holding current value
$556,229
Previous $455 Million 19.99%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Jul 24, 2025
BUY
$39.44 - $49.76 $34,352 - $43,340
871 Added 8.62%
10,971 $546 Million
Q1 2025

Apr 29, 2025
BUY
$44.44 - $52.05 $5,421 - $6,350
122 Added 1.22%
10,100 $455 Million
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
157
Shares Held
7.71M
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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