West Oak Capital, LLC Ishares Morningstar Small Cap Transaction History

West Oak Capital, LLC

  • $179 Million
  • Q2 2024

A detailed history of West Oak Capital, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, West Oak Capital, LLC holds 3,270 shares of ISCG stock, worth $159,314. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,270
Previous 3,270 -0.0%
Holding current value
$159,314
Previous $152,000 2.63%
% of portfolio
0.08%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 21, 2023
BUY
$35.89 - $41.91 $24,764 - $28,917
690 Added 26.74%
3,270 $127,000
Q4 2022

Jan 05, 2023
SELL
$34.27 - $38.77 $23,646 - $26,751
-690 Reduced 21.1%
2,580 $93,000
Q2 2021

Jul 20, 2021
BUY
$47.38 - $52.6 $129,110 - $143,335
2,725 Added 500.0%
3,270 $169,000
Q4 2020

Jan 08, 2021
BUY
$40.02 - $52.33 $21,810 - $28,519
545 New
545 $165,000

Others Institutions Holding ISCG

# of Institutions
139
Shares Held
7.16M
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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