Td Private Client Wealth LLC Ishares Morningstar Small Cap Transaction History

Td Private Client Wealth LLC

  • $3.63 Trillion
  • Q1 2025

A detailed history of Td Private Client Wealth LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Td Private Client Wealth LLC holds 7,019 shares of ISCG stock, worth $332,770. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,019
Previous 16,509 57.48%
Holding current value
$332,770
Previous $817 Million 61.27%
% of portfolio
0.01%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$44.44 - $52.05 $421,735 - $493,954
-9,490 Reduced 57.48%
7,019 $316 Million
Q4 2024

Feb 11, 2025
BUY
$48.22 - $54.03 $92,051 - $103,143
1,909 Added 13.08%
16,509 $817 Million
Q3 2024

Nov 18, 2024
BUY
$44.24 - $49.07 $13,670 - $15,162
309 Added 2.16%
14,600 $715 Million
Q2 2024

Aug 14, 2024
BUY
$42.78 - $46.46 $611,368 - $663,959
14,291 New
14,291 $650 Million
Q1 2024

Aug 16, 2024
BUY
$41.98 - $46.57 $23,256 - $25,799
554 Added 4.18%
13,806 $643 Million
Q4 2023

Aug 16, 2024
BUY
$35.43 - $44.69 $245,636 - $309,835
6,933 Added 109.72%
13,252 $583 Million
Q3 2023

Aug 16, 2024
SELL
$38.15 - $43.33 $41,163 - $46,753
-1,079 Reduced 14.59%
6,319 $245 Million
Q2 2023

Aug 16, 2024
BUY
$37.58 - $41.41 $17,963 - $19,793
478 Added 6.91%
7,398 $306 Million
Q1 2023

Aug 16, 2024
SELL
$35.89 - $41.91 $1,938 - $2,263
-54 Reduced 0.77%
6,920 $270 Million
Q4 2022

Aug 16, 2024
BUY
$34.27 - $38.77 $7,745 - $8,762
226 Added 3.35%
6,974 $251 Million
Q3 2022

Aug 16, 2024
BUY
$34.27 - $42.49 $16,449 - $20,395
480 Added 7.66%
6,748 $234 Million
Q2 2022

Aug 16, 2024
SELL
$33.74 - $44.96 $215,632 - $287,339
-6,391 Reduced 50.49%
6,268 $221 Million
Q1 2022

Aug 16, 2024
SELL
$40.3 - $50.07 $1.05 Million - $1.31 Million
-26,173 Reduced 67.4%
12,659 $559 Million
Q4 2021

Aug 16, 2024
SELL
$47.43 - $54.51 $74,986 - $86,180
-1,581 Reduced 3.91%
38,832 $1.93 Billion
Q3 2021

Aug 16, 2024
BUY
$48.09 - $52.25 $1.26 Million - $1.36 Million
26,122 Added 182.79%
40,413 $1.99 Billion
Q2 2021

Aug 16, 2024
BUY
$47.38 - $52.6 $3.09 Million - $3.43 Million
65,239 Added 513.53%
77,943 $4.04 Billion
Q1 2021

Aug 16, 2024
BUY
$48.34 - $58.15 $5,752 - $6,919
119 Added 0.95%
12,704 $3.82 Billion
Q4 2020

Aug 16, 2024
BUY
$40.02 - $52.33 $245,362 - $320,835
6,131 Added 95.0%
12,585 $3.82 Billion
Q3 2020

Aug 16, 2024
SELL
$36.48 - $41.08 $285,893 - $321,943
-7,837 Reduced 54.84%
6,454 $1.53 Billion

Others Institutions Holding ISCG

# of Institutions
150
Shares Held
7.7M
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 Td Private Client Wealth LLC Portfolio

Follow Td Private Client Wealth 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 Td Private Client Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Td Private Client Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email