Whipplewood Advisors, LLC Ishares Morningstar Small Cap Transaction History

Whipplewood Advisors, LLC

  • $152 Billion
  • Q3 2025

A detailed history of Whipplewood Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 3,300 shares of ISCG stock, worth $176,088. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,300
Previous 3,300 -0.0%
Holding current value
$176,088
Previous $164 Million 9.14%
% of portfolio
0.12%
Previous 0.09%

Shares

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

Jul 31, 2025
BUY
$39.44 - $49.76 $124,512 - $157,092
3,157 Added 2207.69%
3,300 $164 Million
Q1 2025

Apr 09, 2025
SELL
$44.44 - $52.05 $140,297 - $164,321
-3,157 Reduced 95.67%
143 $149 Million
Q4 2024

Feb 04, 2025
BUY
$48.22 - $54.03 $159,126 - $178,299
3,300 New
3,300 $163 Million

Others Institutions Holding ISCG

# of Institutions
164
Shares Held
8.39M
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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