Essex Financial Services, Inc. Ishares Morningstar Small Cap Transaction History
Essex Financial Services, Inc.
- $1.55 Billion
- Q3 2025
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 5,848 shares of ISCV stock, worth $385,675. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,848
Previous 6,004
2.6%
Holding current value
$385,675
Previous $368,000
5.71%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding ISCV
# of Institutions
132Shares Held
4.47MCall Options Held
0Put Options Held
0-
Exchange Traded Concepts, LLC807KShares$53.2 Million0.52% of portfolio
-
Morgan Stanley New York, NY312KShares$20.6 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.291KShares$19.2 Million10.51% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA185KShares$12.2 Million0.55% of portfolio
-
Matrix Trust CO185KShares$12.2 Million1.93% of portfolio