Panoramic Investment Advisors, LLC Ishares Morningstar Small Cap Transaction History

Panoramic Investment Advisors, LLC

$148 Billion
Q1 2025

A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 13,754 shares of ISCV stock, worth $824,277. This represents 0.55% of its overall portfolio holdings.

Number of Shares

13,754

Previous 13,702 0.38%

Holding current value

$824,277

Previous $869 Million 6.13%

% of portfolio

0.55%

Previous 0.57%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$58.11 - $66.0 $3,021 - $3,432	52 Added 0.38%	13,754 $816 Million
Q4 2024 Jan 24, 2025	BUY	$62.21 - $69.5 $14,121 - $15,776	227 Added 1.68%	13,702 $869 Million
Q3 2024 Oct 31, 2024	BUY	$57.26 - $64.12 $7,672 - $8,592	134 Added 1.0%	13,475 $855 Million
Q1 2024 Apr 18, 2024	SELL	$55.84 - $61.2 $10,162 - $11,138	-182 Reduced 1.35%	13,341 $816 Million
Q4 2023 Jan 23, 2024	SELL	$47.77 - $59.95 $37,308 - $46,820	-781 Reduced 5.46%	13,523 $801 Million
Q3 2023 Nov 15, 2023	BUY	$51.03 - $57.84 $6,838 - $7,750	134 Added 0.95%	14,304 $741 Million
Q4 2022 Mar 01, 2023	BUY	$48.79 - $56.02 $691,354 - $793,803	14,170 New	14,170 $738 Million

Others Institutions Holding ISCV

# of Institutions

126

Shares Held

3.29M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCV
Sector ETFs
Industry ETFs

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Panoramic Investment Advisors, LLC Ishares Morningstar Small Cap Transaction History