Purchases and Sales Made in Q1 2023 in Ishares Msci Intl Small Cap Mu (ISCF)
This table provides information about the institutional ownership of Ishares Msci Intl Small Cap Mu (ISCF) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI INTL SMALL-CAP MU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
341K+ 108.02% |
$10.1M - $11M
|
657K
$21.2M
|
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
219K+ 141.81% |
$6.45M - $7.07M
|
373K
$12.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
217KNew |
$6.41M - $7.03M
|
217K
$7.02M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
164KNew |
$4.84M - $5.31M
|
164K
$5.31M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
140K+ 39.2% |
$4.12M - $4.51M
|
495K
$16M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
136KNew |
$4.02M - $4.4M
|
136K
$4.4M
|
|
|
May 05, 2023
Q1 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
76.8K+ 128.36% |
$2.27M - $2.48M
|
137K
$4.42M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
74.4KNew |
$2.2M - $2.41M
|
74.4K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
70.2KNew |
$2.07M - $2.27M
|
70.2K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
68K+ 506.74% |
$2.01M - $2.2M
|
81.4K
$2.63M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
64.4K+ 5.87% |
$1.9M - $2.08M
|
1.16M
$37.5M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.8K+ 72.83% |
$1.85M - $2.03M
|
149K
$4.81M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
54.6KNew |
$1.61M - $1.77M
|
54.6K
$1.76M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
54.5K+ 92.06% |
$1.61M - $1.76M
|
114K
$3.68M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
42.3KNew |
$1.25M - $1.37M
|
42.3K
$1.37M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
38.3KNew |
$1.13M - $1.24M
|
38.3K
$1.24M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
34.3K+ 115.25% |
$1.01M - $1.11M
|
64K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.4KNew |
$631K - $692K
|
21.4K
$692K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.2K+ 6.51% |
$391K - $428K
|
217K
$7.01M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.9KNew |
$380K - $416K
|
12.9K
$416K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
12.6K+ 584.52% |
$372K - $408K
|
14.8K
$477K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
11.8K+ 2.04% |
$349K - $382K
|
592K
$19.1M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.4K+ 2.87% |
$307K - $336K
|
372K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.46KNew |
$250K - $274K
|
8.46K
$273K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.09KNew |
$239K - $262K
|
8.09K
$261K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
BUY
|
- |
8.09K+ 41.47% |
$239K - $261K
|
27.6K
$892K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
7.97KNew |
$235K - $258K
|
7.97K
$257K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.4K+ 63.54% |
$218K - $239K
|
19K
$615K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
6.16K+ 9.03% |
$182K - $199K
|
74.4K
$2.41M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.95K+ 44.69% |
$146K - $160K
|
16K
$518K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
4.3K+ 2.48% |
$127K - $139K
|
178K
$5.75M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.25K+ 4.42% |
$125K - $137K
|
100K
$3.24M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.03K+ 6.66% |
$119K - $130K
|
64.5K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.89K+ 7.1% |
$85.3K - $93.5K
|
43.6K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.52K+ 3.78% |
$44.9K - $49.2K
|
41.8K
$1.35M
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.48K+ 9.57% |
$43.7K - $47.9K
|
17K
$549K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.05K+ 525.0% |
$31K - $33.9K
|
1.25K
$40.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
757+ 2.36% |
$22.3K - $24.5K
|
32.8K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
532+ 0.92% |
$15.7K - $17.2K
|
58K
$1.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
525+ 0.57% |
$15.5K - $17K
|
92.3K
$2.98M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
423+ 0.77% |
$12.5K - $13.7K
|
55K
$1.78M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
327+ 4.61% |
$9.65K - $10.6K
|
7.42K
$240K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
300New |
$8.85K - $9.7K
|
300
$9.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
171+ 1.83% |
$5.04K - $5.53K
|
9.5K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
136+ 1.07% |
$4.01K - $4.4K
|
12.8K
$414K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
78New |
$2.3K - $2.52K
|
78
$2.52K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
13+ 0.07% |
$384 - $420
|
19.5K
$632K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1- -0.0% |
$29.5 - $32.3
|
34.6K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$29.5 - $32.3
|
0
$0
|