Whipplewood Advisors, LLC Ishares Morningstar Small Cap Transaction History

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 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 143 shares of ISCG stock, worth $6,196. This represents 0.09% of its overall portfolio holdings.

Number of Shares
143
Previous 3,300 95.67%
Holding current value
$6,196
Previous $163 Million 8.92%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
144
Shares Held
7.4M
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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