Guardian Wealth Advisors, LLC Ishares Morningstar Small Cap Transaction History

Guardian Wealth Advisors, LLC

  • $717 Million
  • Q1 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 57 shares of ISCG stock, worth $2,582. This represents 0.0% of its overall portfolio holdings.

Number of Shares
57
Previous 312 81.73%
Holding current value
$2,582
Previous $13,000 84.62%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$41.98 - $46.57 $10,704 - $11,875
-255 Reduced 81.73%
57 $2,000
Q4 2023

Feb 14, 2024
BUY
$35.43 - $44.69 $35 - $44
1 Added 0.32%
312 $13,000
Q2 2023

Aug 14, 2023
BUY
$37.58 - $41.41 $37 - $41
1 Added 0.32%
311 $12,000
Q4 2022

Feb 14, 2023
SELL
$35.21 - $38.77 $14,013 - $15,430
-398 Reduced 56.21%
310 $11,000
Q3 2022

Nov 14, 2022
SELL
$34.8 - $42.49 $6,507 - $7,945
-187 Reduced 20.89%
708 $25,000
Q2 2022

Aug 15, 2022
BUY
$33.74 - $44.96 $13,529 - $18,028
401 Added 81.17%
895 $32,000
Q4 2021

May 16, 2022
BUY
$47.43 - $54.51 $23,430 - $26,927
494 New
494 $25,000

Others Institutions Holding ISCG

# of Institutions
138
Shares Held
7.06M
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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