Key Financial Inc
Position in ISCV — iShares Morningstar Small-Cap Value ETF
CIK 1801720
WEST CHESTER, PA
All Filings in ISCV
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 ISCV | $686,125 | 10,296 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 ISCV | $571,602 | 9,311 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 ISCV | $508,556 | 8,576 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 ISCV | $538,097 | 8,486 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 ISCV | $433,314 | 6,826 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 ISCV | $375,893 | 6,491 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 ISCV | $115,790 | 1,892 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 ISCV | $47,190 | 797 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 ISCV | $41,268 | 797 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 ISCV | $43,053 | 797 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 ISCV | $41,579 | 797 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 ISCV | $15,461 | 297 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 ISCV | $14,116 | 297 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 ISCV | $14,942 | 297 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 ISCV | $13,223 | 225 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 ISCV | $13,371 | 225 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 ISCV | $16,202 | 285 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 ISCV | $16,752 | 285 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 ISCV | $5,343 | 95 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 ISCV | $4,460 | 95 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 ISCV | $2,703 | 95 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||