Ifp Advisors, Inc Ishares Morningstar Small Cap Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

A detailed history of Ifp Advisors, Inc transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Ifp Advisors, Inc holds 569 shares of ISCG stock, worth $28,848. This represents 0.0% of its overall portfolio holdings.

Number of Shares

569

Previous 569 -0.0%

Holding current value

$28,848

Previous $25,000 12.0%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$48.22 - $54.03 $96 - $108	2 Added 0.35%	569 $28,000
Q3 2024 Feb 04, 2025	SELL	$44.24 - $49.07 $122,058 - $135,384	-2,759 Reduced 82.95%	567 $27,000
Q2 2024 Jul 30, 2024	BUY	$42.78 - $46.46 $42 - $46	1 Added 0.03%	3,326 $151,000
Q1 2024 Jul 30, 2024	BUY	$41.98 - $46.57 $41 - $46	1 Added 0.03%	3,325 $154,000
Q4 2023 Jan 09, 2024	BUY	$35.43 - $44.69 $70 - $89	2 Added 0.06%	3,324 $146,000
Q2 2023 Aug 04, 2023	BUY	$37.58 - $41.41 $37 - $41	1 Added 0.03%	3,322 $137,000
Q1 2023 Apr 18, 2023	SELL	$35.89 - $41.91 $44,467 - $51,926	-1,239 Reduced 27.17%	3,321 $129,000
Q4 2022 Feb 07, 2023	SELL	$34.27 - $38.77 $39,341 - $44,507	-1,148 Reduced 20.11%	4,560 $846,000
Q2 2022 Sep 06, 2022	BUY	$33.74 - $44.96 $173,862 - $231,678	5,153 Added 928.47%	5,708 $1.06 Million
Q2 2022 Aug 12, 2022	SELL	$33.74 - $44.96 $173,862 - $231,678	-5,153 Reduced 90.28%	555 $103,000
Q1 2022 Sep 06, 2022	BUY	$40.3 - $50.07 $52,430 - $65,141	1,301 Added 29.52%	5,708 $252,000
Q4 2021 Jan 12, 2022	BUY	$47.43 - $54.51 $142 - $163	3 Added 0.07%	4,407 $219,000
Q2 2021 Jul 13, 2021	BUY	$47.38 - $52.6 $173,884 - $193,042	3,670 Added 500.0%	4,404 $229,000
Q1 2021 Apr 30, 2021	BUY	$48.34 - $58.15 $8,797 - $10,583	182 Added 32.97%	734 $221,000
Q1 2020 May 12, 2020	BUY	$23.7 - $37.72 $13,082 - $20,821	552 New	552 $92,000
Q4 2019 Jan 17, 2020	BUY	$31.58 - $35.63 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	BUY	$32.22 - $35.06 $0 - $0	0 New	0 $0
Q1 2019 May 15, 2019	SELL	$26.92 - $33.99 $2,692 - $3,399	-100 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	$25.77 - $34.98 $3,788 - $5,142	-147 Reduced 59.51%	100 $2,000
Q2 2018 Aug 07, 2018	BUY	$29.9 - $34.55 $6,578 - $7,600	220 Added 814.81%	247 $0
Q1 2017 Jun 03, 2019	BUY	N/A	27	27 $4,000

Others Institutions Holding ISCG

# of Institutions

157

Shares Held

7.71M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
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