Unified Investment Management Ishares Morningstar Small Cap Transaction History
Unified Investment Management
- $93.3 Billion
- Q2 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 $271,756. This represents 0.27% of its overall portfolio holdings.
Number of Shares
4,047
Previous 4,047
-0.0%
Holding current value
$271,756
Previous $240 Million
3.52%
% of portfolio
0.27%
Previous 0.28%
Shares
1 transactions
Others Institutions Holding ISCV
# of Institutions
123Shares Held
3.89MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY353KShares$23.7 Million0.0% of portfolio
-
Exchange Traded Concepts, LLC317KShares$21.3 Million0.26% of portfolio
-
Vaughan & CO Securities, Inc.282KShares$18.9 Million10.1% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA190KShares$12.7 Million0.56% of portfolio
-
Matrix Trust CO190KShares$12.7 Million1.85% of portfolio