Surevest, LLC Ishares Morningstar Small Cap Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Surevest, LLC holds 7,700 shares of ISCG stock, worth $410,872. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,700
Previous 6,845 12.49%
Holding current value
$410,872
Previous $242,000 10.33%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 14, 2022
BUY
$34.27 - $42.49 $29,300 - $36,328
855 Added 12.49%
7,700 $267,000
Q2 2022

Aug 15, 2022
BUY
$33.74 - $44.96 $15,925 - $21,221
472 Added 7.41%
6,845 $242,000
Q1 2022

May 16, 2022
BUY
$40.3 - $50.07 $237,568 - $295,162
5,895 Added 1233.26%
6,373 $282,000
Q4 2021

Feb 11, 2022
BUY
$47.43 - $54.51 $22,671 - $26,055
478 New
478 $24,000

Others Institutions Holding ISCG

# of Institutions
165
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
Track This Portfolio

Track Surevest, LLC Portfolio

Follow Surevest, 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 Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email