Ipsen Advisor Group LLC Ishares Morningstar Small Cap Transaction History
Ipsen Advisor Group LLC
- $86.8 Billion
- Q4 2022
A detailed history of Ipsen Advisor Group LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 70,529 shares of ISCV stock, worth $4.5 Million. This represents 4.23% of its overall portfolio holdings.
Number of Shares
70,529Holding current value
$4.5 Million% of portfolio
4.23%Shares
1 transactions
Others Institutions Holding ISCV
# of Institutions
121Shares Held
3.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$25.4 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.264KShares$16.8 Million9.99% of portfolio
-
Matrix Trust CO186KShares$11.9 Million2.21% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$11.9 Million0.62% of portfolio
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Bank Of America Corp Charlotte, NC156KShares$9.92 Million0.0% of portfolio