Ipsen Advisor Group LLC Ishares Morningstar Small Cap Transaction History
Ipsen Advisor Group LLC
- $116 Billion
- Q1 2025
A detailed history of Ipsen Advisor Group LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 54,531 shares of ISCV stock, worth $3.09 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
54,531
Previous 54,064
0.86%
Holding current value
$3.09 Million
Previous $3.43 Billion
5.68%
% of portfolio
2.78%
Previous 2.93%
Shares
3 transactions
Others Institutions Holding ISCV
# of Institutions
125Shares Held
3.29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$22.7 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.266KShares$15.1 Million9.84% of portfolio
-
Matrix Trust CO186KShares$10.6 Million1.86% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$10.6 Million0.58% of portfolio
-
Bank Of America Corp Charlotte, NC156KShares$8.87 Million0.0% of portfolio