Asset Dedication, LLC Ishares Morningstar Small Cap Transaction History
Asset Dedication, LLC
- $1.21 Billion
- Q1 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 5,713 shares of ISCV stock, worth $324,212. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,713
Previous 102
5500.98%
Holding current value
$324,212
Previous $6,000
5533.33%
% of portfolio
0.03%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding ISCV
# of Institutions
125Shares Held
3.29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$22.7 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.266KShares$15.1 Million9.84% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$10.6 Million0.58% of portfolio
-
Matrix Trust CO186KShares$10.6 Million1.86% of portfolio
-
Bank Of America Corp Charlotte, NC156KShares$8.87 Million0.0% of portfolio