A detailed history of Merit Financial Group, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Merit Financial Group, LLC holds 14,702 shares of ISCG stock, worth $764,504. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,702
Previous 15,552 5.47%
Holding current value
$764,504
Previous $707,000 1.7%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$44.24 - $49.07 $37,604 - $41,709
-850 Reduced 5.47%
14,702 $719,000
Q2 2024

Aug 13, 2024

SELL
$42.78 - $46.46 $141,002 - $153,132
-3,296 Reduced 17.49%
15,552 $707,000
Q1 2024

May 06, 2024

SELL
$41.98 - $46.57 $92,523 - $102,640
-2,204 Reduced 10.47%
18,848 $877,000
Q4 2023

Feb 06, 2024

BUY
$35.43 - $44.69 $745,872 - $940,813
21,052 New
21,052 $926,000
Q4 2022

Jan 13, 2023

BUY
$34.27 - $38.77 $324,708 - $367,345
9,475 New
9,475 $0

Others Institutions Holding ISCG

About ISHARES MORNINGSTAR SMALL CAP


  • Ticker ISCG
  • Sector ETFs
  • Industry ETFs
More about ISCG
Track This Portfolio

Track Merit Financial Group, LLC Portfolio

Follow Merit Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.