Visionary Wealth Advisors Ishares Morningstar Small Cap Transaction History

Visionary Wealth Advisors

  • $1.56 Billion
  • Q1 2025

A detailed history of Visionary Wealth Advisors transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Visionary Wealth Advisors holds 5,424 shares of ISCG stock, worth $257,151. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,424
Previous 5,419 0.09%
Holding current value
$257,151
Previous $268,000 8.96%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 14, 2025
BUY
$44.44 - $52.05 $222 - $260
5 Added 0.09%
5,424 $244,000
Q4 2024

Feb 13, 2025
SELL
$48.22 - $54.03 $2,073 - $2,323
-43 Reduced 0.79%
5,419 $268,000
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
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
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