Merriman Wealth Management, LLC Ishares Morningstar Small Cap Transaction History

Merriman Wealth Management, LLC

  • $2.2 Billion
  • Q2 2024

A detailed history of Merriman Wealth Management, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 79,150 shares of ISCV stock, worth $5.01 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
79,150
Previous 82,686 4.28%
Holding current value
$5.01 Million
Previous $5.06 Million 9.43%
% of portfolio
0.21%
Previous 0.23%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$56.09 - $60.92 $198,334 - $215,413
-3,536 Reduced 4.28%
79,150 $4.58 Million
Q1 2024

May 14, 2024
BUY
$55.84 - $61.2 $28,143 - $30,844
504 Added 0.61%
82,686 $5.06 Million
Q4 2023

Feb 13, 2024
SELL
$47.77 - $59.95 $768,667 - $964,655
-16,091 Reduced 16.37%
82,182 $4.87 Million
Q3 2023

Nov 13, 2023
BUY
$51.03 - $57.84 $31,230 - $35,398
612 Added 0.63%
98,273 $5.09 Million
Q2 2023

Aug 14, 2023
BUY
$49.05 - $54.02 $1.76 Million - $1.94 Million
35,887 Added 58.09%
97,661 $5.28 Million
Q1 2023

May 04, 2023
SELL
$49.59 - $59.69 $916,224 - $1.1 Million
-18,476 Reduced 23.02%
61,774 $3.22 Million
Q4 2022

Feb 13, 2023
SELL
$48.79 - $56.02 $4.02 Million - $4.62 Million
-82,470 Reduced 50.68%
80,250 $4.18 Million
Q3 2022

Oct 26, 2022
BUY
$47.53 - $58.2 $7.73 Million - $9.47 Million
162,720 New
162,720 $7.73 Million

Others Institutions Holding ISCV

# of Institutions
116
Shares Held
3.15M
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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