Valmark Advisers, Inc. Ishares Morningstar Small Cap Transaction History

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Valmark Advisers, Inc. holds 7,982 shares of ISCG stock, worth $411,312. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,982
Previous 16,310 51.06%
Holding current value
$411,312
Previous $798,000 50.63%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$48.22 - $54.03 $401,576 - $449,961
-8,328 Reduced 51.06%
7,982 $394,000
Q3 2024

Oct 25, 2024
BUY
$44.24 - $49.07 $721,554 - $800,331
16,310 New
16,310 $798,000
Q2 2021

Aug 06, 2021
SELL
$47.38 - $52.6 $277,836 - $308,446
-5,864 Closed
0 $0
Q1 2021

May 04, 2021
BUY
$48.34 - $58.15 $283,465 - $340,991
5,864 New
5,864 $1.76 Million
Q4 2020

Feb 03, 2021
SELL
$40.02 - $52.33 $285,822 - $373,740
-7,142 Closed
0 $0
Q3 2020

Nov 09, 2020
BUY
$36.48 - $41.08 $260,540 - $293,393
7,142 New
7,142 $1.7 Million

Others Institutions Holding ISCG

# of Institutions
145
Shares Held
7.42M
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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