Searcy Financial Services Inc Ishares Morningstar Small Cap Transaction History

Searcy Financial Services Inc

$263 Million
Q3 2025

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$40.3 - $50.07 $15.2 Million - $18.8 Million	-376,086 Closed	0 $0
Q4 2021 Jan 18, 2022	BUY	$47.43 - $54.51 $333,622 - $383,423	7,034 Added 1.91%	376,086 $18.7 Million
Q3 2021 Nov 01, 2021	BUY	$48.09 - $52.25 $355,577 - $386,336	7,394 Added 2.04%	369,052 $18.2 Million
Q2 2021 Jul 20, 2021	BUY	$47.38 - $52.6 $14.3 Million - $15.9 Million	301,861 Added 504.81%	361,658 $18.7 Million
Q1 2021 Apr 14, 2021	SELL	$48.34 - $58.15 $118,046 - $142,002	-2,442 Reduced 3.92%	59,797 $18 Million
Q4 2020 Feb 04, 2021	BUY	$40.02 - $52.33 $383,031 - $500,850	9,571 Added 18.17%	62,239 $18.9 Million
Q3 2020 Oct 16, 2020	BUY	$36.48 - $41.08 $481,572 - $542,297	13,201 Added 33.45%	52,668 $12.5 Million
Q2 2020 Aug 04, 2020	SELL	$25.6 - $37.16 $15,641 - $22,704	-611 Reduced 1.52%	39,467 $8.72 Million
Q1 2020 Apr 15, 2020	SELL	$23.7 - $37.72 $635,989 - $1.01 Million	-26,835 Reduced 40.1%	40,078 $6.66 Million
Q4 2019 Jan 27, 2020	SELL	$31.58 - $35.63 $12,347 - $13,931	-391 Reduced 0.58%	66,913 $14.2 Million
Q3 2019 Oct 15, 2019	BUY	$32.22 - $35.06 $2,126 - $2,313	66 Added 0.1%	67,304 $13.1 Million
Q2 2019 Jul 11, 2019	BUY	$31.53 - $34.69 $37,962 - $41,766	1,204 Added 1.82%	67,238 $13.7 Million
Q1 2019 May 09, 2019	BUY	$26.92 - $33.99 $1.78 Million - $2.24 Million	66,034 New	66,034 $13.2 Million

Others Institutions Holding ISCG

# of Institutions

162

Shares Held

7.99M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.06M
Shares

$57 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

491K
Shares

$26.3 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

435K
Shares

$23.3 Million
0.01% of portfolio
Avantax Advisory Services, Inc.

378K
Shares

$20.3 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.5 Million
0.0% of portfolio

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