Sensible Money, LLC Ishares Morningstar Small Cap Transaction History
Sensible Money, LLC
- $228 Billion
- Q4 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 5,587 shares of ISCV stock, worth $365,222. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,587
Previous 5,538
0.88%
Holding current value
$365,222
Previous $352 Million
0.78%
% of portfolio
0.16%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding ISCV
# of Institutions
125Shares Held
3.35MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$26.1 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.261KShares$17 Million10.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$12.2 Million0.61% of portfolio
-
Matrix Trust CO186KShares$12.2 Million2.05% of portfolio
-
Bank Of America Corp Charlotte, NC156KShares$10.2 Million0.0% of portfolio