Opal Wealth Advisors, LLC Ishares Morningstar Small Cap Transaction History

Opal Wealth Advisors, LLC

  • $314 Million
  • Q1 2025

A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 3,146 shares of ISCG stock, worth $136,316. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,146
Holding current value
$136,316
% of portfolio
0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$44.44 - $52.05 $139,808 - $163,749
3,146 New
3,146 $141,000
Q2 2024

Jul 12, 2024
BUY
$42.78 - $46.46 $134,585 - $146,163
3,146 New
3,146 $143,000

Others Institutions Holding ISCG

# of Institutions
143
Shares Held
7.4M
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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