Retirement Group, LLC Ishares Morningstar Small Cap Transaction History
Retirement Group, LLC
- $268 Million
- Q1 2024
A detailed history of Retirement Group, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Retirement Group, LLC holds 279 shares of ISCV stock, worth $15,833. This represents 0.01% of its overall portfolio holdings.
Number of Shares
279
Previous 279
-0.0%
Holding current value
$15,833
Previous $16,000
6.25%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding ISCV
# of Institutions
123Shares Held
3.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$22.7 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.266KShares$15.1 Million9.84% of portfolio
-
Matrix Trust CO186KShares$10.6 Million1.86% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$10.6 Million0.58% of portfolio
-
Bank Of America Corp Charlotte, NC156KShares$8.87 Million0.0% of portfolio