Merit Financial Group, LLC Ishares Morningstar Small Cap Transaction History

Merit Financial Group, LLC

  • $5.49 Billion
  • Q4 2024

A detailed history of Merit Financial Group, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Merit Financial Group, LLC holds 11,452 shares of ISCV stock, worth $745,868. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,452
Previous 13,166 13.02%
Holding current value
$745,868
Previous $835,000 13.05%
% of portfolio
0.01%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$62.21 - $69.5 $106,627 - $119,123
-1,714 Reduced 13.02%
11,452 $726,000
Q3 2024

Oct 17, 2024
SELL
$57.26 - $64.12 $111,256 - $124,585
-1,943 Reduced 12.86%
13,166 $835,000
Q2 2024

Aug 13, 2024
SELL
$56.09 - $60.92 $72,748 - $79,013
-1,297 Reduced 7.91%
15,109 $874,000
Q1 2024

May 06, 2024
SELL
$55.84 - $61.2 $52,712 - $57,772
-944 Reduced 5.44%
16,406 $1 Million
Q4 2023

Feb 06, 2024
BUY
$47.77 - $59.95 $444,261 - $557,535
9,300 Added 115.53%
17,350 $1.03 Million
Q3 2023

Nov 07, 2023
BUY
$51.03 - $57.84 $7,246 - $8,213
142 Added 1.8%
8,050 $416,000
Q2 2023

Aug 01, 2023
BUY
$49.05 - $54.02 $9,662 - $10,641
197 Added 2.55%
7,908 $427,000
Q1 2023

Apr 24, 2023
SELL
$49.59 - $59.69 $118,371 - $142,480
-2,387 Reduced 23.64%
7,711 $402,000
Q4 2022

Jan 13, 2023
BUY
$48.79 - $56.02 $127,439 - $146,324
2,612 Added 34.89%
10,098 $0
Q3 2022

Oct 31, 2022
BUY
$47.53 - $58.2 $355,809 - $435,685
7,486 New
7,486 $356,000

Others Institutions Holding ISCV

# of Institutions
122
Shares Held
3.19M
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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