Chicago Partners Investment Group LLC Ishares Morningstar Small Cap Transaction History

Chicago Partners Investment Group LLC

  • $3.5 Billion
  • Q3 2025

A detailed history of Chicago Partners Investment Group LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 50,139 shares of ISCV stock, worth $3.31 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
50,139
Previous 49,893 0.49%
Holding current value
$3.31 Million
Previous $3.06 Million 9.11%
% of portfolio
0.1%
Previous 0.1%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$61.33 - $67.87 $15,087 - $16,696
246 Added 0.49%
50,139 $3.34 Million
Q2 2025

Jul 29, 2025
SELL
$51.37 - $61.54 $359 - $430
-7 Reduced 0.01%
49,893 $3.06 Million
Q1 2025

May 09, 2025
BUY
$58.11 - $66.0 $2,498 - $2,838
43 Added 0.09%
49,900 $2.96 Million
Q4 2024

Jan 23, 2025
BUY
$62.21 - $69.5 $3,670 - $4,100
59 Added 0.12%
49,857 $3.16 Million
Q3 2024

Oct 28, 2024
SELL
$57.26 - $64.12 $171,207 - $191,718
-2,990 Reduced 5.66%
49,798 $3.16 Million
Q2 2024

Jul 31, 2024
BUY
$56.09 - $60.92 $2,580 - $2,802
46 Added 0.09%
52,788 $3.06 Million
Q1 2024

Apr 25, 2024
BUY
$55.84 - $61.2 $2,289 - $2,509
41 Added 0.08%
52,742 $3.23 Million
Q4 2023

Feb 23, 2024
BUY
$47.77 - $59.95 $2,818 - $3,537
59 Added 0.11%
52,701 $3.12 Million
Q3 2023

Oct 26, 2023
BUY
$51.03 - $57.84 $3,674 - $4,164
72 Added 0.14%
52,642 $2.73 Million
Q2 2023

Aug 07, 2023
SELL
$49.05 - $54.02 $43,164 - $47,537
-880 Reduced 1.65%
52,570 $2.84 Million
Q1 2023

Apr 26, 2023
SELL
$49.59 - $59.69 $36,647 - $44,110
-739 Reduced 1.36%
53,450 $2.79 Million
Q4 2022

Feb 09, 2023
BUY
$48.79 - $56.02 $3,561 - $4,089
73 Added 0.13%
54,189 $2.82 Million
Q3 2022

Nov 09, 2022
BUY
$47.53 - $58.2 $3,707 - $4,539
78 Added 0.14%
54,116 $2.9 Million
Q2 2022

Aug 04, 2022
BUY
$49.29 - $59.27 $2,316 - $2,785
47 Added 0.09%
54,038 $2.99 Million
Q1 2022

May 20, 2022
BUY
$55.39 - $60.86 $2,215 - $2,434
40 Added 0.07%
53,991 $2.9 Million
Q4 2021

Feb 15, 2022
BUY
$56.08 - $62.28 $4,262 - $4,733
76 Added 0.14%
53,951 $3.1 Million
Q3 2021

Nov 12, 2021
BUY
$54.15 - $59.29 $3,357 - $3,675
62 Added 0.12%
53,875 $3.06 Million
Q2 2021

Aug 02, 2021
SELL
$56.09 - $61.75 $69,215 - $76,199
-1,234 Reduced 2.24%
53,813 $3.05 Million
Q1 2021

Apr 28, 2021
BUY
$46.06 - $59.09 $1.63 Million - $2.09 Million
35,332 Added 179.21%
55,047 $3.21 Million
Q4 2020

Jan 27, 2021
BUY
$35.72 - $46.97 $678 - $892
19 Added 0.1%
19,715 $2.96 Million
Q3 2020

Nov 06, 2020
BUY
$32.71 - $38.2 $915 - $1,069
28 Added 0.14%
19,696 $2.28 Million
Q2 2020

Jul 31, 2020
SELL
$26.0 - $40.5 $119,626 - $186,340
-4,601 Reduced 18.96%
19,668 $2.1 Million
Q1 2020

Apr 22, 2020
SELL
$24.73 - $48.34 $134,605 - $263,114
-5,443 Reduced 18.32%
24,269 $2.23 Million
Q4 2019

Jan 24, 2020
BUY
$42.6 - $48.14 $5,751 - $6,498
135 Added 0.46%
29,712 $4.31 Million
Q3 2019

Oct 31, 2019
BUY
$41.32 - $46.22 $59,459 - $66,510
1,439 Added 5.11%
29,577 $4.01 Million
Q2 2019

Jul 24, 2019
SELL
$43.25 - $48.06 $22,230 - $24,702
-514 Reduced 1.79%
28,138 $3.79 Million
Q1 2019

Apr 22, 2019
SELL
$41.06 - $48.32 $38,760 - $45,614
-944 Reduced 3.19%
28,652 $4.09 Million
Q4 2018

Jan 11, 2019
BUY
$39.01 - $50.97 $697,888 - $911,853
17,890 Added 152.83%
29,596 $3.93 Million
Q3 2018

Nov 05, 2018
BUY
$50.51 - $52.97 $5,303 - $5,561
105 Added 0.91%
11,706 $1.6 Million
Q2 2018

Aug 31, 2018
SELL
$46.43 - $52.15 $22,286 - $25,032
-480 Reduced 3.97%
11,601 $1.77 Million
Q1 2018

Apr 27, 2018
BUY
$46.73 - $52.57 $2,196 - $2,470
47 Added 0.39%
12,081 $0
Q4 2017

Mar 28, 2018
BUY
$47.65 - $50.81 $514,000 - $548,087
10,787 Added 865.04%
12,034 $0
Q3 2017

Nov 22, 2017
BUY
$48.22 - $48.89 $60,130 - $60,965
1,247
1,247 $0

Others Institutions Holding ISCV

# of Institutions
133
Shares Held
4.58M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

ISCV Quotes by TradingView
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