Phoenix Wealth Advisors Ishares Morningstar Small Cap Transaction History

Phoenix Wealth Advisors

  • $164 Million
  • Q1 2024

A detailed history of Phoenix Wealth Advisors transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Phoenix Wealth Advisors holds 20,309 shares of ISCG stock, worth $922,840. This represents 0.58% of its overall portfolio holdings.

Number of Shares
20,309
Previous 15,707 29.3%
Holding current value
$922,840
Previous $691,000 36.76%
% of portfolio
0.58%
Previous 0.48%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$41.98 - $46.57 $193,191 - $214,315
4,602 Added 29.3%
20,309 $945,000
Q4 2023

Jan 30, 2024
BUY
$35.43 - $44.69 $209,497 - $264,251
5,913 Added 60.37%
15,707 $691,000
Q3 2023

Nov 06, 2023
BUY
$38.15 - $43.33 $81,869 - $92,986
2,146 Added 28.06%
9,794 $379,000
Q2 2023

Jul 13, 2023
BUY
$37.58 - $41.41 $47,012 - $51,803
1,251 Added 19.56%
7,648 $316,000
Q1 2023

May 05, 2023
SELL
$35.89 - $41.91 $132,469 - $154,689
-3,691 Reduced 36.59%
6,397 $249,000
Q4 2022

Feb 06, 2023
BUY
$35.21 - $38.77 $355,198 - $391,111
10,088 New
10,088 $363,000

Others Institutions Holding ISCG

# of Institutions
138
Shares Held
7.07M
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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