New Edge Advisors, LLC Ishares Morningstar Small Cap Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, New Edge Advisors, LLC holds 3,666 shares of ISCV stock, worth $241,772. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,666Holding current value
$241,772% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding ISCV
# of Institutions
132Shares Held
4.47MCall Options Held
0Put Options Held
0-
Exchange Traded Concepts, LLC807KShares$53.2 Million0.52% of portfolio
-
Morgan Stanley New York, NY312KShares$20.6 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.291KShares$19.2 Million10.51% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA185KShares$12.2 Million0.55% of portfolio
-
Matrix Trust CO185KShares$12.2 Million1.93% of portfolio