Synergy Financial Group, LTD Ishares Morningstar Small Cap Transaction History

Synergy Financial Group, LTD

  • $141 Million
  • Q3 2025

A detailed history of Synergy Financial Group, LTD transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Synergy Financial Group, LTD holds 7,556 shares of ISCG stock, worth $403,188. This represents 0.29% of its overall portfolio holdings.

Number of Shares
7,556
Previous 7,192 5.06%
Holding current value
$403,188
Previous $357,000 14.85%
% of portfolio
0.29%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$49.84 - $55.14 $18,141 - $20,070
364 Added 5.06%
7,556 $410,000
Q4 2024

Feb 04, 2025
BUY
$48.22 - $54.03 $346,798 - $388,583
7,192 New
7,192 $355,000

Others Institutions Holding ISCG

# of Institutions
164
Shares Held
8.39M
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 Synergy Financial Group, LTD Portfolio

Follow Synergy Financial Group, LTD 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 Synergy Financial Group, LTD, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Financial Group, LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email