Surevest, LLC Ishares Morningstar Small Cap Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Surevest, LLC holds 7,700 shares of ISCG stock, worth $363,902. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,700
Previous 6,845 12.49%
Holding current value
$363,902
Previous $242,000 10.33%
% of portfolio
0.07%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
$34.27 - $42.49 $29,300 - $36,328
855 Added 12.49%
7,700 $267,000
Q2 2022

Aug 15, 2022
BUY
$33.74 - $44.96 $15,925 - $21,221
472 Added 7.41%
6,845 $242,000
Q1 2022

May 16, 2022
BUY
$40.3 - $50.07 $237,568 - $295,162
5,895 Added 1233.26%
6,373 $282,000
Q4 2021

Feb 11, 2022
BUY
$47.43 - $54.51 $22,671 - $26,055
478 New
478 $24,000

Others Institutions Holding ISCG

# of Institutions
147
Shares Held
7.42M
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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