Unified Investment Management Ishares Morningstar Small Cap Transaction History
Unified Investment Management
- $84.6 Billion
- Q1 2025
A detailed history of Unified Investment Management transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Unified Investment Management holds 4,047 shares of ISCV stock, worth $240,432. This represents 0.28% of its overall portfolio holdings.
Number of Shares
4,047
Previous 4,047
-0.0%
Holding current value
$240,432
Previous $257 Million
6.48%
% of portfolio
0.28%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding ISCV
# of Institutions
126Shares Held
3.29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY388KShares$23 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.266KShares$15.8 Million9.84% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$11.1 Million0.58% of portfolio
-
Matrix Trust CO186KShares$11.1 Million1.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC150KShares$8.94 Million0.0% of portfolio