Sage Financial Group Inc Ishares Morningstar Small Cap Transaction History
Sage Financial Group Inc
- $1.24 Billion
- Q1 2025
A detailed history of Sage Financial Group Inc transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Sage Financial Group Inc holds 3,444 shares of ISCV stock, worth $204,608. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,444
Previous 3,413
0.91%
Holding current value
$204,608
Previous $216,000
5.56%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding ISCV
# of Institutions
126Shares Held
3.29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY388KShares$23 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.266KShares$15.8 Million9.84% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$11.1 Million0.58% of portfolio
-
Matrix Trust CO186KShares$11.1 Million1.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC150KShares$8.94 Million0.0% of portfolio