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

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.1 Billion
  • Q1 2024

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 15,150 shares of ISCG stock, worth $686,446. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,150
Previous 19,100 20.68%
Holding current value
$686,446
Previous $840,000 16.07%
% of portfolio
0.03%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$35.21 - $38.77 $1.55 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
138
Shares Held
7.06M
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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