Viewpoint Capital Management LLC Ishares Morningstar Small Cap Transaction History
Viewpoint Capital Management LLC
- $188 Million
- Q4 2024
A detailed history of Viewpoint Capital Management LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Viewpoint Capital Management LLC holds 46,108 shares of ISCV stock, worth $3.02 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
46,108
Previous 46,118
0.02%
Holding current value
$3.02 Million
Previous $2.93 Million
0.14%
% of portfolio
1.55%
Previous 1.65%
Shares
6 transactions
Others Institutions Holding ISCV
# of Institutions
125Shares Held
3.19MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$26.1 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.261KShares$17.1 Million10.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$12.2 Million0.62% of portfolio
-
Matrix Trust CO186KShares$12.2 Million2.05% of portfolio
-
Bank Of America Corp Charlotte, NC156KShares$10.2 Million0.0% of portfolio