Sensible Money, LLC Ishares Morningstar Small Cap Transaction History
Sensible Money, LLC
- $186 Billion
- Q1 2024
A detailed history of Sensible Money, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Sensible Money, LLC holds 5,512 shares of ISCV stock, worth $331,822. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,512
Previous 4,628
19.1%
Holding current value
$331,822
Previous $274 Million
23.1%
% of portfolio
0.18%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding ISCV
# of Institutions
116Shares Held
3.15MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY416KShares$25.1 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.263KShares$15.8 Million9.67% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA190KShares$11.5 Million0.62% of portfolio
-
Matrix Trust CO190KShares$11.5 Million2.49% of portfolio
-
Bank Of America Corp Charlotte, NC177KShares$10.6 Million0.0% of portfolio