Kohmann Bosshard Financial Services, LLC Ishares Morningstar Small Cap Transaction History

Kohmann Bosshard Financial Services, LLC

  • $931 Million
  • Q3 2025

A detailed history of Kohmann Bosshard Financial Services, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 3,681 shares of ISCV stock, worth $242,761. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,681
Previous 19,506 81.13%
Holding current value
$242,761
Previous $1.2 Million 79.53%
% of portfolio
0.03%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$61.33 - $67.87 $970,547 - $1.07 Million
-15,825 Reduced 81.13%
3,681 $245,000
Q2 2024

Jul 10, 2024
SELL
$56.09 - $60.92 $46,274 - $50,259
-825 Reduced 4.06%
19,506 $1.13 Million
Q3 2023

Oct 12, 2023
SELL
$51.03 - $57.84 $6,174 - $6,998
-121 Reduced 0.59%
20,331 $1.05 Million
Q4 2022

Jan 26, 2023
BUY
$48.79 - $56.02 $515,222 - $591,571
10,560 Added 106.75%
20,452 $0
Q3 2022

Oct 13, 2022
BUY
$47.53 - $58.2 $470,166 - $575,714
9,892 New
9,892 $470,000

Others Institutions Holding ISCV

# of Institutions
135
Shares Held
4.58M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

ISCV Quotes by TradingView
  • Ticker ISCV
  • Sector ETFs
  • Industry ETFs
More about ISCV
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