Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Morningstar Small Cap Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.75 Billion
  • Q2 2025

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 9,617 shares of ISCG stock, worth $494,602. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,617
Previous 10,238 6.07%
Holding current value
$494,602
Previous $461,000 3.69%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 16, 2025
SELL
$39.44 - $49.76 $24,492 - $30,900
-621 Reduced 6.07%
9,617 $478,000
Q1 2025

Apr 21, 2025
SELL
$44.44 - $52.05 $65,149 - $76,305
-1,466 Reduced 12.53%
10,238 $461,000
Q4 2024

Jan 17, 2025
SELL
$48.22 - $54.03 $51,113 - $57,271
-1,060 Reduced 8.3%
11,704 $578,000
Q3 2024

Nov 08, 2024
SELL
$44.24 - $49.07 $43,664 - $48,432
-987 Reduced 7.18%
12,764 $624,000
Q2 2024

Aug 13, 2024
SELL
$42.78 - $46.46 $59,849 - $64,997
-1,399 Reduced 9.23%
13,751 $625,000
Q1 2024

Apr 30, 2024
SELL
$41.98 - $46.57 $165,821 - $183,951
-3,950 Reduced 20.68%
15,150 $705,000
Q4 2023

Jan 30, 2024
SELL
$35.43 - $44.69 $186,964 - $235,829
-5,277 Reduced 21.65%
19,100 $840,000
Q3 2023

Oct 17, 2023
SELL
$38.15 - $43.33 $338,886 - $384,900
-8,883 Reduced 26.71%
24,377 $944,000
Q2 2023

Jul 19, 2023
SELL
$37.58 - $41.41 $222,473 - $245,147
-5,920 Reduced 15.11%
33,260 $1.38 Million
Q1 2023

May 10, 2023
SELL
$35.89 - $41.91 $175,537 - $204,981
-4,891 Reduced 11.1%
39,180 $1.53 Million
Q4 2022

Feb 14, 2023
BUY
$34.27 - $38.77 $1.51 Million - $1.71 Million
44,071 New
44,071 $1.59 Million
Q1 2022

May 13, 2022
SELL
$40.3 - $50.07 $16,200 - $20,128
-402 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$47.43 - $54.51 $19,066 - $21,913
402 New
402 $19,000

Others Institutions Holding ISCG

# of Institutions
156
Shares Held
7.74M
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 Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio

Follow Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email