Lido Advisors, LLC Ishares Morningstar Small Cap Transaction History

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025

A detailed history of Lido Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Lido Advisors, LLC holds 11,091 shares of ISCG stock, worth $591,815. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,091
Previous 11,074 0.15%
Holding current value
$591,815
Previous $551,000 9.26%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$49.84 - $55.14 $847 - $937
17 Added 0.15%
11,091 $602,000
Q2 2025

Aug 13, 2025
BUY
$39.44 - $49.76 $709 - $895
18 Added 0.16%
11,074 $551,000
Q1 2025

May 15, 2025
BUY
$44.44 - $52.05 $666 - $780
15 Added 0.14%
11,056 $498,000
Q4 2024

Feb 14, 2025
BUY
$48.22 - $54.03 $532,397 - $596,545
11,041 New
11,041 $546,000

Others Institutions Holding ISCG

# of Institutions
164
Shares Held
8.39M
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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