Asset Dedication, LLC Ishares Morningstar Small Cap Transaction History

Asset Dedication, LLC

  • $1.35 Billion
  • Q2 2025

A detailed history of Asset Dedication, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Asset Dedication, LLC holds 5,741 shares of ISCV stock, worth $377,298. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,741
Previous 5,713 0.49%
Holding current value
$377,298
Previous $338,000 4.14%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 19, 2025
BUY
$51.37 - $61.54 $1,438 - $1,723
28 Added 0.49%
5,741 $352,000
Q1 2025

May 01, 2025
BUY
$58.11 - $66.0 $326,055 - $370,326
5,611 Added 5500.98%
5,713 $338,000
Q2 2024

Aug 06, 2024
BUY
$56.09 - $60.92 $5,721 - $6,213
102 New
102 $5,000

Others Institutions Holding ISCV

# of Institutions
123
Shares Held
4.38M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

ISCV Quotes by TradingView
  • Ticker ISCV
  • Sector ETFs
  • Industry ETFs
More about ISCV
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