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 $25,806. This represents 0.01% of its overall portfolio holdings.
Number of Shares
411
Previous 657
37.44%
Holding current value
$25,806
Previous $38,000
34.21%
% of portfolio
0.01%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding ISCV
# of Institutions
125Shares Held
3.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY388KShares$24.3 Million0.0% of portfolio
-
Exchange Traded Concepts, LLC317KShares$19.9 Million0.26% of portfolio
-
Vaughan & CO Securities, Inc.266KShares$16.7 Million9.84% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$11.7 Million0.58% of portfolio
-
Matrix Trust CO186KShares$11.7 Million1.86% of portfolio