Essex Financial Services, Inc. Ishares Morningstar Small Cap Transaction History
Essex Financial Services, Inc.
- $2.07 Billion
- Q3 2024
A detailed history of Essex Financial Services, Inc. transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Essex Financial Services, Inc. holds 6,004 shares of ISCV stock, worth $413,135. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,004
Previous 6,004
-0.0%
Holding current value
$413,135
Previous $347,000
9.8%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding ISCV
# of Institutions
121Shares Held
3.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$27.4 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.264KShares$18.1 Million9.99% of portfolio
-
Matrix Trust CO186KShares$12.8 Million2.21% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$12.8 Million0.62% of portfolio
-
Bank Of America Corp Charlotte, NC156KShares$10.7 Million0.0% of portfolio