Merit Financial Group, LLC Ishares Morningstar Small Cap Transaction History

Merit Financial Group, LLC

  • $5.49 Billion
  • Q4 2024

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 7,270 shares of ISCG stock, worth $370,770. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,270
Previous 14,702 50.55%
Holding current value
$370,770
Previous $719,000 50.07%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$48.22 - $54.03 $358,371 - $401,550
-7,432 Reduced 50.55%
7,270 $359,000
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

# of Institutions
132
Shares Held
7.21M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email