Moneco Advisors, LLC Ishares Morningstar Small Cap Transaction History

Moneco Advisors, LLC

  • $778 Million
  • Q3 2024

A detailed history of Moneco Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Moneco Advisors, LLC holds 6,149 shares of ISCV stock, worth $405,342. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,149
Previous 6,150 0.02%
Holding current value
$405,342
Previous $356,000 9.55%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
121
Shares Held
3.12M
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
Track This Portfolio

Track Moneco Advisors, LLC Portfolio

Follow Moneco Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneco Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneco Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email