Western Wealth Management, LLC Ishares Morningstar Small Cap Transaction History

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 04, 2022
BUY
$34.27 - $42.49 $51,405 - $63,735
1,500 Added 15.76%
11,017 $382,000
Q2 2022

Jul 18, 2022
SELL
$33.74 - $44.96 $212,595 - $283,292
-6,301 Reduced 39.83%
9,517 $336,000
Q1 2022

May 10, 2022
BUY
$40.3 - $50.07 $323,407 - $401,811
8,025 Added 102.98%
15,818 $698,000
Q4 2021

Feb 14, 2022
SELL
$47.43 - $54.51 $101,263 - $116,378
-2,135 Reduced 21.5%
7,793 $388,000
Q2 2021

Aug 09, 2021
BUY
$47.38 - $52.6 $381,029 - $423,009
8,042 Added 426.41%
9,928 $513,000
Q1 2021

May 14, 2021
BUY
$48.34 - $58.15 $15,468 - $18,608
320 Added 20.43%
1,886 $567,000
Q4 2020

Feb 10, 2021
BUY
$40.02 - $52.33 $2,441 - $3,192
61 Added 4.05%
1,566 $475,000
Q3 2020

Oct 27, 2020
BUY
$36.48 - $41.08 $18,167 - $20,457
498 Added 49.45%
1,505 $358,000
Q2 2020

Jul 20, 2020
BUY
$25.6 - $37.16 $25,779 - $37,420
1,007 New
1,007 $223,000
Q2 2019

Aug 06, 2019
SELL
$31.53 - $34.69 $73,937 - $81,348
-2,345 Closed
0 $0
Q1 2019

May 10, 2019
BUY
$26.92 - $33.99 $12,248 - $15,465
455 Added 24.07%
2,345 $468,000
Q4 2018

Feb 15, 2019
BUY
$25.77 - $34.98 $48,705 - $66,112
1,890 New
1,890 $315,000

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 Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, 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 Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email