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

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.42 Billion
  • Q3 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 12,764 shares of ISCG stock, worth $661,685. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,764
Previous 13,751 7.18%
Holding current value
$661,685
Previous $625,000 0.16%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
131
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
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