Wealth Enhancement Advisory Services, LLC Ishares Morningstar Small Cap Transaction History

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 4,217 shares of ISCG stock, worth $225,019. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,217
Previous 4,396 4.07%
Holding current value
$225,019
Previous $238,000 5.46%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$53.29 - $56.31 $9,538 - $10,079
-179 Reduced 4.07%
4,217 $225,000
Q3 2025

Oct 29, 2025
SELL
$49.84 - $55.14 $74,361 - $82,268
-1,492 Reduced 25.34%
4,396 $238,000
Q2 2025

Jul 10, 2025
BUY
$39.44 - $49.76 $232,222 - $292,986
5,888 New
5,888 $292,000
Q4 2024

Mar 17, 2025
SELL
$48.22 - $54.03 $11,910 - $13,345
-247 Reduced 5.67%
4,112 $203,000
Q3 2024

Oct 23, 2024
BUY
$44.24 - $49.07 $192,842 - $213,896
4,359 New
4,359 $213,000

Others Institutions Holding ISCG

# of Institutions
164
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
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