Ipsen Advisor Group LLC Ishares Morningstar Small Cap Transaction History

Ipsen Advisor Group LLC

  • $131 Billion
  • Q2 2025

A detailed history of Ipsen Advisor Group LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 112,232 shares of ISCG stock, worth $5.69 Million. This represents 4.25% of its overall portfolio holdings.

Number of Shares
112,232
Previous 108,898 3.06%
Holding current value
$5.69 Million
Previous $4.91 Billion 13.84%
% of portfolio
4.25%
Previous 4.22%

Shares

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

Aug 06, 2025
BUY
$39.44 - $49.76 $131,492 - $165,899
3,334 Added 3.06%
112,232 $5.58 Billion
Q1 2025

Apr 15, 2025
BUY
$44.44 - $52.05 $83,280 - $97,541
1,874 Added 1.75%
108,898 $4.91 Billion
Q4 2024

Feb 11, 2025
BUY
$48.22 - $54.03 $1.02 Million - $1.15 Million
21,255 Added 24.78%
107,024 $5.29 Billion
Q4 2022

Feb 10, 2023
BUY
$34.27 - $38.77 $2.94 Million - $3.33 Million
85,769 New
85,769 $3.09 Billion

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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