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

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 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 2,114 shares of ISCG stock, worth $112,232. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,114
Previous 1,037 103.86%
Holding current value
$112,232
Previous $47,000 119.15%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$44.24 - $49.07 $47,646 - $52,848
1,077 Added 103.86%
2,114 $103,000
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
130
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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