Harbor Investment Advisory, LLC Ishares Morningstar Small Cap Transaction History
Harbor Investment Advisory, LLC
- $1.19 Billion
- Q3 2024
A detailed history of Harbor Investment Advisory, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 759 shares of ISCV stock, worth $52,371. This represents 0.0% of its overall portfolio holdings.
Number of Shares
759
Previous 759
-0.0%
Holding current value
$52,371
Previous $43,000
11.63%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding ISCV
# of Institutions
121Shares Held
3.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$27.5 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.264KShares$18.2 Million9.99% of portfolio
-
Matrix Trust CO186KShares$12.9 Million2.21% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$12.9 Million0.62% of portfolio
-
Bank Of America Corp Charlotte, NC156KShares$10.7 Million0.0% of portfolio