Iht Wealth Management, LLC Ishares Morningstar Small Cap Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Iht Wealth Management, LLC holds 40,396 shares of ISCV stock, worth $2.56 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
40,396
Previous 23,821 69.58%
Holding current value
$2.56 Million
Previous $1.38 Million 85.93%
% of portfolio
0.07%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$57.26 - $64.12 $949,084 - $1.06 Million
16,575 Added 69.58%
40,396 $2.56 Million
Q2 2024

Aug 14, 2024
BUY
$56.09 - $60.92 $157,220 - $170,758
2,803 Added 13.34%
23,821 $1.38 Million
Q1 2024

May 15, 2024
BUY
$55.84 - $61.2 $50,311 - $55,141
901 Added 4.48%
21,018 $1.29 Million
Q4 2023

Feb 14, 2024
BUY
$47.77 - $59.95 $621 - $779
13 Added 0.06%
20,117 $1.19 Million
Q3 2023

Nov 14, 2023
SELL
$51.03 - $57.84 $24,545 - $27,821
-481 Reduced 2.34%
20,104 $1.04 Million
Q2 2023

Aug 14, 2023
BUY
$49.05 - $54.02 $1.01 Million - $1.11 Million
20,585 New
20,585 $1.11 Million
Q1 2020

May 13, 2020
SELL
$24.73 - $48.34 $57,917 - $113,212
-2,342 Closed
0 $0
Q4 2019

Feb 18, 2020
BUY
$42.6 - $48.14 $20,575 - $23,251
483 Added 25.98%
2,342 $336,000
Q3 2019

Nov 15, 2019
BUY
$41.32 - $46.22 $76,813 - $85,922
1,859 New
1,859 $249,000
Q2 2018

Aug 13, 2018
SELL
$46.43 - $52.15 $59,198 - $66,491
-1,275 Closed
0 $0
Q1 2018

May 15, 2018
BUY
$46.73 - $52.57 $140 - $157
3 Added 0.24%
1,275 $178,000
Q4 2017

Feb 14, 2018
BUY
$47.65 - $50.81 $33,355 - $35,567
700 Added 122.38%
1,272 $196,000
Q3 2017

Nov 14, 2017
BUY
$48.22 - $48.89 $27,581 - $27,965
572
572 $84,000

Others Institutions Holding ISCV

# of Institutions
121
Shares Held
3.12M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

ISCV Quotes by TradingView
  • Ticker ISCV
  • Sector ETFs
  • Industry ETFs
More about ISCV
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