A detailed history of Stifel Financial Corp transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Stifel Financial Corp holds 16,635 shares of ISCG stock, worth $865,020. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,635
Previous 23,274 28.53%
Holding current value
$865,020
Previous $1.06 Million 23.06%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$44.24 - $49.07 $293,709 - $325,775
-6,639 Reduced 28.53%
16,635 $814,000
Q2 2024

Aug 13, 2024

BUY
$42.78 - $46.46 $10,309 - $11,196
241 Added 1.05%
23,274 $1.06 Million
Q1 2024

May 13, 2024

SELL
$41.98 - $46.57 $167,206 - $185,488
-3,983 Reduced 14.74%
23,033 $1.07 Million
Q4 2023

Feb 12, 2024

BUY
$35.43 - $44.69 $25,403 - $32,042
717 Added 2.73%
27,016 $1.19 Million
Q3 2023

Nov 13, 2023

BUY
$38.15 - $43.33 $372,344 - $422,900
9,760 Added 59.01%
26,299 $1.02 Million
Q2 2023

Aug 14, 2023

BUY
$37.58 - $41.41 $13,040 - $14,369
347 Added 2.14%
16,539 $684,000
Q1 2023

May 12, 2023

SELL
$35.89 - $41.91 $43,785 - $51,130
-1,220 Reduced 7.01%
16,192 $631,000
Q4 2022

Feb 13, 2023

BUY
$34.27 - $38.77 $152,604 - $172,642
4,453 Added 34.36%
17,412 $627,000
Q3 2022

Nov 14, 2022

BUY
$34.27 - $42.49 $13,536 - $16,783
395 Added 3.14%
12,959 $450,000
Q2 2022

Aug 15, 2022

SELL
$33.74 - $44.96 $190,158 - $253,394
-5,636 Reduced 30.97%
12,564 $444,000
Q1 2022

May 13, 2022

BUY
$40.3 - $50.07 $419,200 - $520,828
10,402 Added 133.39%
18,200 $804,000
Q4 2021

Feb 14, 2022

SELL
$47.43 - $54.51 $51,319 - $58,979
-1,082 Reduced 12.18%
7,798 $387,000
Q3 2021

Nov 15, 2021

BUY
$48.09 - $52.25 $42,126 - $45,771
876 Added 10.94%
8,880 $437,000
Q2 2021

Aug 13, 2021

BUY
$47.38 - $52.6 $277,315 - $307,867
5,853 Added 272.11%
8,004 $415,000
Q1 2021

May 14, 2021

SELL
$48.34 - $58.15 $246,243 - $296,216
-5,094 Reduced 70.31%
2,151 $646,000
Q4 2020

Feb 12, 2021

BUY
$40.02 - $52.33 $289,944 - $379,130
7,245 New
7,245 $2.2 Million
Q3 2020

Nov 16, 2020

SELL
$36.48 - $41.08 $33,160 - $37,341
-909 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$25.6 - $37.16 $23,270 - $33,778
909 New
909 $201,000
Q3 2019

Nov 13, 2019

SELL
$32.22 - $35.06 $254,989 - $277,464
-7,914 Closed
0 $0
Q2 2019

Aug 14, 2019

SELL
$31.53 - $34.69 $149,641 - $164,638
-4,746 Reduced 37.49%
7,914 $1.61 Million
Q1 2019

May 14, 2019

BUY
$26.92 - $33.99 $340,807 - $430,313
12,660 New
12,660 $2.53 Million

Others Institutions Holding ISCG

About ISHARES MORNINGSTAR SMALL CAP


  • Ticker ISCG
  • Sector ETFs
  • Industry ETFs
More about ISCG
Track This Portfolio

Track Stifel Financial Corp Portfolio

Follow Stifel Financial Corp 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 Stifel Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Stifel Financial Corp with notifications on news.