Kelly Financial Group LLC Ishares Morningstar Small Cap Transaction History

Kelly Financial Group LLC

  • $346 Billion
  • Q2 2025

A detailed history of Kelly Financial Group LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Kelly Financial Group LLC holds 7,780 shares of ISCV stock, worth $500,565. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,780
Previous 6,644 17.1%
Holding current value
$500,565
Previous $394 Million 21.23%
% of portfolio
0.14%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$51.37 - $61.54 $58,356 - $69,909
1,136 Added 17.1%
7,780 $478 Million
Q1 2025

Apr 16, 2025
BUY
$58.11 - $66.0 $386,082 - $438,504
6,644 New
6,644 $394 Million

Others Institutions Holding ISCV

# of Institutions
124
Shares Held
3.63M
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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