Towerpoint Wealth, LLC Ishares Morningstar Small Cap Transaction History

Towerpoint Wealth, LLC

  • $222 Million
  • Q2 2025

A detailed history of Towerpoint Wealth, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 4,374 shares of ISCG stock, worth $218,000. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,374
Holding current value
$218,000
% of portfolio
0.1%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$39.44 - $49.76 $172,510 - $217,650
4,374 New
4,374 $217,000
Q2 2024

Jul 12, 2024
SELL
$42.78 - $46.46 $24,684 - $26,807
-577 Reduced 11.56%
4,416 $200,000
Q4 2023

Jan 23, 2024
BUY
$35.43 - $44.69 $176,901 - $223,137
4,993 New
4,993 $219,000
Q2 2023

Jul 20, 2023
BUY
$37.58 - $41.41 $191,582 - $211,108
5,098 New
5,098 $211,000
Q1 2022

May 16, 2022
SELL
$40.3 - $50.07 $43,121 - $53,574
-1,070 Reduced 14.26%
6,433 $284,000
Q3 2021

Nov 12, 2021
SELL
$48.09 - $52.25 $19,476 - $21,161
-405 Reduced 5.12%
7,503 $369,000
Q2 2021

Jul 27, 2021
BUY
$47.38 - $52.6 $312,234 - $346,634
6,590 Added 500.0%
7,908 $410,000
Q1 2021

May 10, 2021
SELL
$48.34 - $58.15 $14,260 - $17,154
-295 Reduced 18.29%
1,318 $396,000
Q4 2020

Feb 10, 2021
SELL
$40.02 - $52.33 $400 - $523
-10 Reduced 0.62%
1,613 $490,000
Q3 2020

Nov 13, 2020
SELL
$36.48 - $41.08 $9,703 - $10,927
-266 Reduced 14.08%
1,623 $386,000
Q2 2020

Aug 07, 2020
SELL
$25.6 - $37.16 $896 - $1,300
-35 Reduced 1.82%
1,889 $417,000
Q1 2020

May 08, 2020
SELL
$23.7 - $37.72 $3,199 - $5,092
-135 Reduced 6.56%
1,924 $320,000
Q4 2019

Jan 15, 2020
SELL
$31.58 - $35.63 $1,579 - $1,781
-50 Reduced 2.37%
2,059 $436,000
Q3 2019

Nov 05, 2019
BUY
$32.22 - $35.06 $1,933 - $2,103
60 Added 2.93%
2,109 $411,000
Q2 2019

Aug 07, 2019
SELL
$31.53 - $34.69 $4,130 - $4,544
-131 Reduced 6.01%
2,049 $427,000
Q1 2019

May 13, 2019
SELL
$26.92 - $33.99 $1,453 - $1,835
-54 Reduced 2.42%
2,180 $435,000
Q4 2018

Feb 11, 2019
BUY
$25.77 - $34.98 $57,570 - $78,145
2,234 New
2,234 $372,000

Others Institutions Holding ISCG

# of Institutions
152
Shares Held
7.75M
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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