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 $1.93 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
29,640
Previous 27,744 6.83%
Holding current value
$1.93 Million
Previous $1.4 Million 0.93%
% of portfolio
0.38%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
$47.53 - $58.2 $90,116 - $110,347
1,896 Added 6.83%
29,640 $1.41 Million
Q2 2022

Aug 15, 2022
BUY
$49.29 - $59.27 $35,883 - $43,148
728 Added 2.69%
27,744 $1.4 Million
Q1 2022

May 16, 2022
BUY
$55.39 - $60.86 $1.42 Million - $1.56 Million
25,691 Added 1938.94%
27,016 $1.59 Million
Q4 2021

Feb 11, 2022
BUY
$56.08 - $62.28 $74,306 - $82,521
1,325 New
1,325 $79,000

Others Institutions Holding ISCV

# of Institutions
121
Shares Held
3.12M
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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