New Insight Wealth Advisors
Position in ISCB — iShares Morningstar Small-Cap ETF
CIK 2022328
SAN RAMON, CA
All Filings in ISCB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 ISCB | $411,442 | 7,594 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 ISCB | $458,721 | 7,820 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 ISCB | $469,578 | 8,001 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 ISCB | $428,859 | 7,961 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 ISCB | $444,677 | 7,911 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 ISCB | $412,046 | 7,686 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||