Steward Partners Investment Advisory, LLC Ishares Morningstar Small Cap Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 222 shares of ISCV stock, worth $14,501. This represents 0.0% of its overall portfolio holdings.

Number of Shares
222
Previous 524 57.63%
Holding current value
$14,501
Previous $30,000 53.33%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$57.26 - $64.12 $17,292 - $19,364
-302 Reduced 57.63%
222 $14,000
Q2 2024

Aug 08, 2024
BUY
$56.09 - $60.92 $16,939 - $18,397
302 Added 136.04%
524 $30,000
Q2 2021

Aug 13, 2021
SELL
$56.09 - $61.75 $10,208 - $11,238
-182 Reduced 45.05%
222 $13,000
Q1 2021

May 14, 2021
BUY
$46.06 - $59.09 $18,608 - $23,872
404 New
404 $22,000
Q3 2020

Oct 30, 2020
SELL
$32.71 - $38.2 $196 - $229
-6 Closed
0 $0
Q1 2020

Apr 29, 2020
SELL
$24.73 - $48.34 $18,003 - $35,191
-728 Reduced 99.18%
6 $0
Q4 2019

Jan 17, 2020
SELL
$42.6 - $48.14 $10,820 - $12,227
-254 Reduced 25.71%
734 $105,000
Q3 2019

Oct 30, 2019
BUY
$41.32 - $46.22 $40,576 - $45,388
982 Added 16366.67%
988 $132,000
Q2 2019

Jul 25, 2019
BUY
$43.25 - $48.06 $259 - $288
6 New
6 $0
Q4 2018

Jan 15, 2019
SELL
$39.01 - $50.97 $234 - $305
-6 Closed
0 $0
Q1 2017

Nov 22, 2017
BUY
N/A
6
6 $0

Others Institutions Holding ISCV

# of Institutions
122
Shares Held
3.18M
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
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