Visionary Wealth Advisors Ishares Morningstar Small Cap Transaction History

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Visionary Wealth Advisors holds 5,462 shares of ISCG stock, worth $284,024. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,462
Previous 5,688 3.97%
Holding current value
$284,024
Previous $258,000 3.49%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024
SELL
$44.24 - $49.07 $9,998 - $11,089
-226 Reduced 3.97%
5,462 $267,000
Q2 2024

Aug 13, 2024
SELL
$42.78 - $46.46 $376,121 - $408,476
-8,792 Reduced 60.72%
5,688 $258,000
Q1 2024

May 15, 2024
SELL
$41.98 - $46.57 $118,005 - $130,908
-2,811 Reduced 16.26%
14,480 $674,000
Q4 2023

Feb 14, 2024
SELL
$35.43 - $44.69 $302,147 - $381,116
-8,528 Reduced 33.03%
17,291 $760,000
Q3 2023

Nov 13, 2023
SELL
$38.15 - $43.33 $17,281 - $19,628
-453 Reduced 1.72%
25,819 $1 Million
Q2 2023

Aug 11, 2023
SELL
$37.58 - $41.41 $76,851 - $84,683
-2,045 Reduced 7.22%
26,272 $1.09 Million
Q1 2023

May 15, 2023
BUY
$35.89 - $41.91 $10,767 - $12,572
300 Added 1.07%
28,317 $1.1 Million
Q3 2022

Nov 14, 2022
SELL
$34.27 - $42.49 $195,099 - $241,895
-5,693 Reduced 16.89%
28,017 $971,000
Q2 2022

Aug 12, 2022
BUY
$33.74 - $44.96 $1.14 Million - $1.52 Million
33,710 New
33,710 $1.19 Million
Q1 2021

May 18, 2021
SELL
$48.34 - $58.15 $337,123 - $405,538
-6,974 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$40.02 - $52.33 $279,099 - $364,949
6,974 New
6,974 $2.12 Million

Others Institutions Holding ISCG

# of Institutions
131
Shares Held
7.21M
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 Visionary Wealth Advisors Portfolio

Follow Visionary Wealth Advisors 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 Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email