Surevest, LLC Ishares Morningstar Small Cap Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Surevest, LLC holds 29,640 shares of ISCV stock, worth $1.95 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
29,640
Previous 27,744
6.83%
Holding current value
$1.95 Million
Previous $1.4 Million
0.93%
% of portfolio
0.38%
Previous 0.37%
Shares
4 transactions
Others Institutions Holding ISCV
# of Institutions
121Shares Held
3.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$26.3 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.264KShares$17.4 Million9.99% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$12.3 Million0.62% of portfolio
-
Matrix Trust CO186KShares$12.3 Million2.21% of portfolio
-
Bank Of America Corp Charlotte, NC156KShares$10.3 Million0.0% of portfolio