Steward Partners Investment Advisory, LLC Ishares Morningstar Small Cap Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,037 shares of ISCG stock, worth $54,805. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,037
Previous 1,607 35.47%
Holding current value
$54,805
Previous $74,000 36.49%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$42.78 - $46.46 $24,384 - $26,482
-570 Reduced 35.47%
1,037 $47,000
Q1 2024

May 15, 2024
BUY
$41.98 - $46.57 $47,815 - $53,043
1,139 Added 243.38%
1,607 $74,000
Q2 2021

Aug 13, 2021
BUY
$47.38 - $52.6 $16,962 - $18,830
358 Added 325.45%
468 $24,000
Q1 2021

May 14, 2021
SELL
$48.34 - $58.15 $870 - $1,046
-18 Reduced 14.06%
110 $5,000
Q4 2020

Feb 11, 2021
BUY
$40.02 - $52.33 $5,122 - $6,698
128 New
128 $39,000

Others Institutions Holding ISCG

# of Institutions
133
Shares Held
7.88M
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email