Gilliland Jeter Wealth Management LLC Ishares Morningstar Small Cap Transaction History

Gilliland Jeter Wealth Management LLC

$331 Billion
Q4 2025

A detailed history of Gilliland Jeter Wealth Management LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 12,218 shares of ISCG stock, worth $651,952. This represents 0.2% of its overall portfolio holdings.

Number of Shares

12,218

Previous 10,984 11.23%

Holding current value

$651,952

Previous $597 Million 13.6%

% of portfolio

0.2%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$53.29 - $56.31 $65,759 - $69,486	1,234 Added 11.23%	12,218 $678 Million
Q3 2025 Oct 28, 2025	BUY	$49.84 - $55.14 $647 - $716	13 Added 0.12%	10,984 $597 Million
Q2 2025 Jul 24, 2025	BUY	$39.44 - $49.76 $34,352 - $43,340	871 Added 8.62%	10,971 $546 Million
Q1 2025 Apr 29, 2025	BUY	$44.44 - $52.05 $5,421 - $6,350	122 Added 1.22%	10,100 $455 Million
Q4 2024 Jan 28, 2025	BUY	$48.22 - $54.03 $34,621 - $38,793	718 Added 7.75%	9,978 $494 Million

Q3 2024 Oct 18, 2024	BUY	$44.24 - $49.07 $409,662 - $454,388	9,260 New	9,260 $453 Million
Q2 2024 Jul 24, 2024	BUY	$42.78 - $46.46 $77,902 - $84,603	1,821 New	1,821 $82.8 Million

Others Institutions Holding ISCG

# of Institutions

164

Shares Held

8.42M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
Sector ETFs
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Gilliland Jeter Wealth Management LLC Ishares Morningstar Small Cap Transaction History