Dfpg Investments, LLC Ishares Morningstar Small Cap Transaction History
Dfpg Investments, LLC
- $1.29 Billion
- Q4 2023
A detailed history of Dfpg Investments, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Dfpg Investments, LLC holds 4,621 shares of ISCV stock, worth $288,766. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,621
Previous 4,838
4.49%
Holding current value
$288,766
Previous $250,000
9.2%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding ISCV
# of Institutions
116Shares Held
3.15MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY416KShares$26 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.263KShares$16.4 Million9.67% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA190KShares$11.9 Million0.62% of portfolio
-
Matrix Trust CO190KShares$11.9 Million2.49% of portfolio
-
Bank Of America Corp Charlotte, NC177KShares$11 Million0.0% of portfolio