Bartlett & Co. LLC Ishares Morningstar Small Cap Transaction History

Bartlett & Co. LLC

$6.16 Billion
Q4 2023

A detailed history of Bartlett & Co. LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Bartlett & Co. LLC holds 882 shares of ISCV stock, worth $58,167. This represents 0.0% of its overall portfolio holdings.

Number of Shares

882

Holding current value

$58,167

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 08, 2024	BUY	$47.77 - $59.95 $42,133 - $52,875	882 New	882 $53,000

Others Institutions Holding ISCV

# of Institutions

133

Shares Held

4.47M

Call Options Held

Put Options Held

Exchange Traded Concepts, LLC

807K
Shares

$53.2 Million
0.52% of portfolio
Morgan Stanley New York, NY

312K
Shares

$20.6 Million
0.0% of portfolio
Vaughan & CO Securities, Inc.

291K
Shares

$19.2 Million
10.51% of portfolio
Matrix Trust CO

185K
Shares

$12.2 Million
1.93% of portfolio
Steele Capital Management, Inc. Dubuque, IA

185K
Shares

$12.2 Million
0.55% of portfolio

View Full List

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCV
Sector ETFs
Industry ETFs

More about ISCV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. LLC with notifications on news.

Account