Moneco Advisors, LLC Ishares Morningstar Small Cap Transaction History

Moneco Advisors, LLC

$1.14 Billion
Q3 2025

A detailed history of Moneco Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Moneco Advisors, LLC holds 5,045 shares of ISCV stock, worth $332,717. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,045

Previous 5,160 2.23%

Holding current value

$332,717

Previous $316,000 6.33%

% of portfolio

0.03%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$61.33 - $67.87 $7,052 - $7,805	-115 Reduced 2.23%	5,045 $336,000
Q2 2025 Aug 13, 2025	SELL	$51.37 - $61.54 $48,750 - $58,401	-949 Reduced 15.53%	5,160 $316,000
Q1 2025 Aug 15, 2025	SELL	$58.11 - $66.0 $28,473 - $32,340	-490 Reduced 7.43%	6,109 $362,000
Q1 2025 May 08, 2025	SELL	$58.11 - $66.0 $28,473 - $32,340	-490 Reduced 7.43%	6,109 $362,000
Q4 2024 Aug 15, 2025	BUY	$62.21 - $69.5 $89,520 - $100,010	1,439 Added 27.89%	6,599 $418,000

Q4 2024 Feb 03, 2025	BUY	$62.21 - $69.5 $27,994 - $31,275	450 Added 7.32%	6,599 $418,000
Q3 2024 Oct 24, 2024	SELL	$57.26 - $64.12 $57 - $64	-1 Reduced 0.02%	6,149 $390,000
Q2 2024 Jul 19, 2024	SELL	$56.09 - $60.92 $520,459 - $565,276	-9,279 Reduced 60.14%	6,150 $356,000
Q1 2024 Apr 25, 2024	SELL	$55.84 - $61.2 $14,295 - $15,667	-256 Reduced 1.63%	15,429 $944,000
Q4 2023 Mar 13, 2024	SELL	$47.77 - $59.95 $286 - $359	-6 Reduced 0.04%	15,685 $928,000
Q4 2023 Feb 05, 2024	SELL	$47.77 - $59.95 $286 - $359	-6 Reduced 0.05%	11,054 $654,000
Q3 2023 Mar 13, 2024	BUY	$51.03 - $57.84 $8,215 - $9,312	161 Added 1.04%	15,691 $812,000
Q3 2023 Nov 03, 2023	BUY	$51.03 - $57.84 $8,215 - $9,312	161 Added 1.48%	11,060 $572,000
Q2 2023 Mar 13, 2024	BUY	$49.05 - $54.02 $219,547 - $241,793	4,476 Added 40.49%	15,530 $838,000
Q2 2023 Aug 02, 2023	SELL	$49.05 - $54.02 $159,265 - $175,402	-3,247 Reduced 22.95%	10,899 $588,000
Q1 2023 May 11, 2023	BUY	$49.59 - $59.69 $701,500 - $844,374	14,146 New	14,146 $737,000

Others Institutions Holding ISCV

# of Institutions

132

Shares Held

4.47M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCV
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Moneco Advisors, LLC Ishares Morningstar Small Cap Transaction History