Ipsen Advisor Group LLC Ishares Morningstar Small Cap Transaction History
Ipsen Advisor Group LLC
- $117 Billion
- Q4 2024
A detailed history of Ipsen Advisor Group LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 54,064 shares of ISCV stock, worth $3.43 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
54,064
Previous 70,529
23.35%
Holding current value
$3.43 Million
Previous $3.67 Billion
6.63%
% of portfolio
2.93%
Previous 4.23%
Shares
2 transactions
Others Institutions Holding ISCV
# of Institutions
124Shares Held
3.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$25.3 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.261KShares$16.5 Million10.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$11.8 Million0.61% of portfolio
-
Matrix Trust CO186KShares$11.8 Million2.05% of portfolio
-
Bank Of America Corp Charlotte, NC156KShares$9.91 Million0.0% of portfolio