Panoramic Investment Advisors, LLC Ishares Morningstar Small Cap Transaction History

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 2024

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 13,475 shares of ISCV stock, worth $887,867. This represents 0.59% of its overall portfolio holdings.

Number of Shares
13,475
Previous 13,341 1.0%
Holding current value
$887,867
Previous $816 Million 4.77%
% of portfolio
0.59%
Previous 0.6%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
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