M Holdings Securities, Inc.
Broker-DealerPosition in ISCV — iShares Morningstar Small-Cap Value ETF
CIK 1569638
PORTLAND, OR
All Filings in ISCV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 ISCV | $1,091,536 | 18,435 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 ISCV | $1,044,661 | 20,175 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 ISCV | $901,053 | 16,680 | Shares | Sole | 2023-09-26 | |
| 2023-03-31 ISCV | $1,040,791 | 19,950 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 ISCV | $1,038,597 | 19,950 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 ISCV | $948,223 | 19,950 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 ISCV | $1,003,684 | 19,950 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 ISCV | $1,243,396 | 21,157 | Shares | Sole | 2022-05-24 | |
| 2021-06-30 ISCV | $1,278,465 | 21,750 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 ISCV | $407,812 | 7,250 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||