Rise Advisors, LLC Ishares Morningstar Small Cap Transaction History

Rise Advisors, LLC

  • $242 Million
  • Q2 2025

A detailed history of Rise Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Rise Advisors, LLC holds 411 shares of ISCV stock, worth $25,975. This represents 0.01% of its overall portfolio holdings.

Number of Shares
411
Previous 657 37.44%
Holding current value
$25,975
Previous $38,000 34.21%
% of portfolio
0.01%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
SELL
$51.37 - $61.54 $12,637 - $15,138
-246 Reduced 37.44%
411 $25,000
Q1 2025

May 15, 2025
BUY
$58.11 - $66.0 $174 - $198
3 Added 0.46%
657 $38,000
Q4 2024

Jan 07, 2025
BUY
$62.21 - $69.5 $248 - $278
4 Added 0.62%
654 $41,000
Q3 2024

Oct 11, 2024
BUY
$57.26 - $64.12 $229 - $256
4 Added 0.62%
650 $41,000
Q2 2024

Jul 09, 2024
BUY
$56.09 - $60.92 $168 - $182
3 Added 0.47%
646 $37,000
Q1 2024

Apr 09, 2024
BUY
$55.84 - $61.2 $111 - $122
2 Added 0.31%
643 $39,000
Q4 2023

Jan 10, 2024
BUY
$47.77 - $59.95 $429 - $539
9 Added 1.42%
641 $37,000
Q2 2023

Jul 10, 2023
BUY
$49.05 - $54.02 $147 - $162
3 Added 0.48%
632 $34,000
Q1 2023

Apr 05, 2023
BUY
$49.59 - $59.69 $198 - $238
4 Added 0.64%
629 $32,000
Q4 2022

Jan 06, 2023
BUY
$48.79 - $56.02 $195 - $224
4 Added 0.64%
625 $0
Q3 2022

Oct 11, 2022
BUY
$47.53 - $58.2 $190 - $232
4 Added 0.65%
621 $30,000
Q2 2022

Jul 28, 2022
BUY
$49.29 - $59.27 $147 - $177
3 Added 0.49%
617 $31,000
Q1 2022

Apr 22, 2022
BUY
$55.39 - $60.86 $110 - $121
2 Added 0.33%
614 $36,000
Q4 2021

Feb 24, 2022
BUY
$56.08 - $62.28 $34,320 - $38,115
612 New
612 $36.4 Million

Others Institutions Holding ISCV

# of Institutions
124
Shares Held
3.64M
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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