Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
100+ 1.19% |
$3.06K - $3.3K
|
8.48K
$274K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
100+ 1.19% |
$3.06K - $3.3K
|
8.48K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
94+ 1.85% |
$2.88K - $3.1K
|
5.18K
$168K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
47+ 0.67% |
$1.44K - $1.55K
|
7.07K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
43New |
$1.32K - $1.42K
|
43
$1.39K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13New |
$398 - $429
|
13
$420
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-11- 0.58% |
$337 - $363
|
1.89K
$61.1K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-24- 63.16% |
$735 - $792
|
14
$452
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-214- 10.7% |
$6.55K - $7.06K
|
1.79K
$57.7K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-233- 0.88% |
$7.13K - $7.69K
|
26.3K
$851K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-249- 7.94% |
$7.62K - $8.22K
|
2.89K
$93.3K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-423- 3.22% |
$13K - $14K
|
12.7K
$411K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-494- 33.07% |
$15.1K - $16.3K
|
1K
$32.3K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-519- 2.76% |
$15.9K - $17.1K
|
18.3K
$590K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-545- 4.11% |
$16.7K - $18K
|
12.7K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-549- 3.06% |
$16.8K - $18.1K
|
17.4K
$563K
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-566- 2.02% |
$17.3K - $18.7K
|
27.5K
$887K
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-566- 2.02% |
$17.3K - $18.7K
|
27.5K
$887K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-725- 2.44% |
$22.2K - $23.9K
|
29K
$938K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-878- 0.92% |
$26.9K - $29K
|
94.6K
$3.06M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.41K- 3.49% |
$43.1K - $46.4K
|
38.9K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.41K- 14.3% |
$43.1K - $46.4K
|
8.43K
$272K
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-2.12K- 7.91% |
$65K - $70K
|
24.7K
$798K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.55K- 5.95% |
$78.2K - $84.2K
|
40.3K
$1.3M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.67K- 17.23% |
$81.7K - $88K
|
12.8K
$414K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.8K- 1.73% |
$85.7K - $92.4K
|
159K
$5.14M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.07K- 4.69% |
$94K - $101K
|
62.5K
$2.02M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.85K- 8.8% |
$118K - $127K
|
39.9K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.59K- 2.6% |
$141K - $151K
|
172K
$5.57M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.18KClosed |
$159K - $171K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.73K- 29.32% |
$175K - $189K
|
13.8K
$446K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-6.63K- 92.69% |
$203K - $219K
|
523
$16.9K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.88K- 38.65% |
$241K - $260K
|
12.5K
$404K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.86K- 18.41% |
$302K - $325K
|
43.7K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.1K- 8.47% |
$339K - $365K
|
120K
$3.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-16.7K- 35.49% |
$512K - $552K
|
30.4K
$982K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.1K- 58.99% |
$798K - $860K
|
18.1K
$586K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-29.8K- 9.14% |
$911K - $982K
|
296K
$9.56M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-72.2K- 84.92% |
$2.21M - $2.38M
|
12.8K
$415K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-89K- 91.62% |
$2.73M - $2.94M
|
8.14K
$263K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-164K- 94.78% |
$5.02M - $5.41M
|
9.03K
$292K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-567K- 91.36% |
$17.4M - $18.7M
|
53.6K
$1.73M
|