Caitlin John, LLC Ishares Morningstar Small Cap Transaction History

Caitlin John, LLC

$151 Billion
Q4 2024

A detailed history of Caitlin John, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Caitlin John, LLC holds 59 shares of ISCV stock, worth $3,479. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,479

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$62.21 - $69.5 $3,670 - $4,100	59 New	59 $3.74 Million

Others Institutions Holding ISCV

# of Institutions

124

Shares Held

3.34M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

399K
Shares

$23.6 Million
0.0% of portfolio
Vaughan & CO Securities, Inc.

261K
Shares

$15.4 Million
10.01% of portfolio
Steele Capital Management, Inc. Dubuque, IA

186K
Shares

$11 Million
0.61% of portfolio
Matrix Trust CO

186K
Shares

$11 Million
2.05% of portfolio
Bank Of America Corp Charlotte, NC

156K
Shares

$9.22 Million
0.0% of portfolio

View Full List

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCV
Sector ETFs
Industry ETFs

More about ISCV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Caitlin John, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Caitlin John, LLC with notifications on news.

Account