Srs Capital Advisors, Inc. Ishares Morningstar Small Cap Transaction History

Srs Capital Advisors, Inc.

  • $901 Million
  • Q1 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 77 shares of ISCV stock, worth $4,881. This represents 0.0% of its overall portfolio holdings.

Number of Shares
77
Previous 76 1.32%
Holding current value
$4,881
Previous $4,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$55.84 - $61.2 $55 - $61
1 Added 1.32%
77 $4,000
Q4 2023

Feb 06, 2024
BUY
$47.77 - $59.95 $47 - $59
1 Added 1.33%
76 $4,000
Q3 2023

Nov 14, 2023
SELL
$51.03 - $57.84 $3,878 - $4,395
-76 Reduced 50.33%
75 $3,000
Q1 2023

May 16, 2023
BUY
$49.59 - $59.69 $49 - $59
1 Added 0.67%
151 $7,000
Q4 2022

Feb 24, 2023
BUY
$51.11 - $56.02 $102 - $112
2 Added 1.35%
150 $7,000
Q2 2022

Aug 22, 2022
BUY
$49.29 - $59.27 $49 - $59
1 Added 0.68%
148 $7,000
Q4 2021

Feb 08, 2022
BUY
$56.08 - $62.28 $112 - $124
2 Added 1.38%
147 $9,000
Q3 2021

Nov 05, 2021
SELL
$54.15 - $59.29 $72,615 - $79,507
-1,341 Reduced 90.24%
145 $8,000
Q2 2021

Aug 02, 2021
BUY
$56.09 - $61.75 $55,585 - $61,194
991 Added 200.2%
1,486 $87,000
Q4 2020

Feb 03, 2021
BUY
$35.72 - $46.97 $1,714 - $2,254
48 Added 10.74%
495 $70,000
Q2 2020

Aug 06, 2020
SELL
$26.0 - $40.5 $3,848 - $5,994
-148 Reduced 24.87%
447 $46,000
Q1 2020

May 13, 2020
BUY
$24.73 - $48.34 $173 - $338
7 Added 1.19%
595 $51,000
Q4 2019

Feb 07, 2020
BUY
$42.6 - $48.14 $42 - $48
1 Added 0.17%
588 $84,000
Q3 2019

Nov 01, 2019
BUY
$41.32 - $46.22 $41 - $46
1 Added 0.17%
587 $79,000
Q2 2019

Aug 08, 2019
BUY
$43.25 - $48.06 $86 - $96
2 Added 0.34%
586 $80,000
Q4 2018

Feb 06, 2019
SELL
$39.01 - $50.97 $1,443 - $1,885
-37 Reduced 5.96%
584 $72,000
Q3 2018

Nov 06, 2018
SELL
$50.51 - $52.97 $454 - $476
-9 Reduced 1.43%
621 $95,000
Q2 2018

Aug 21, 2018
BUY
$46.43 - $52.15 $27,997 - $31,446
603 Added 2233.33%
630 $96,000
Q1 2018

May 14, 2018
SELL
$46.73 - $52.57 $22,850 - $25,706
-489 Reduced 94.77%
27 $3,000
Q4 2017

Feb 15, 2018
BUY
$47.65 - $50.81 $95 - $101
2 Added 0.39%
516 $78,000
Q3 2017

Nov 15, 2017
BUY
$48.22 - $48.89 $24,785 - $25,129
514
514 $75,000

Others Institutions Holding ISCV

# of Institutions
115
Shares Held
3.25M
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
Track This Portfolio

Track Srs Capital Advisors, Inc. Portfolio

Follow Srs Capital Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email