Summit Financial, LLC Ishares Morningstar Small Cap Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Summit Financial, LLC holds 3,597 shares of ISCV stock, worth $237,222. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,597
Previous 3,676 2.15%
Holding current value
$237,222
Previous $225,000 6.22%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2025
SELL
$61.33 - $67.87 $4,845 - $5,361
-79 Reduced 2.15%
3,597 $239,000
Q2 2025

Aug 13, 2025
BUY
$51.37 - $61.54 $205 - $246
4 Added 0.11%
3,676 $225,000
Q1 2025

May 14, 2025
BUY
$58.11 - $66.0 $213,379 - $242,352
3,672 New
3,672 $217,000

Others Institutions Holding ISCV

# of Institutions
132
Shares Held
4.47M
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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