Wealthspire Advisors, LLC Ishares Morningstar Small Cap Transaction History
Wealthspire Advisors, LLC
- $18.8 Billion
- Q3 2025
A detailed history of Wealthspire Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 240 shares of ISCV stock, worth $15,828. This represents 0.0% of its overall portfolio holdings.
Number of Shares
240Holding current value
$15,828% of portfolio
0.0%Shares
1 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
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Morgan Stanley New York, NY312KShares$20.6 Million0.0% of portfolio
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Vaughan & CO Securities, Inc.291KShares$19.2 Million10.51% of portfolio
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Steele Capital Management, Inc. Dubuque, IA185KShares$12.2 Million0.55% of portfolio
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Matrix Trust CO185KShares$12.2 Million1.93% of portfolio