Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.06MNew |
$32M - $33.8M
|
1.06M
$34.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
170K+ 28.75% |
$5.13M - $5.42M
|
762K
$24.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
BUY
|
- |
59.5K+ 140.31% |
$1.79M - $1.9M
|
102K
$3.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
57.4K+ 26.42% |
$1.73M - $1.83M
|
275K
$8.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
55.8K+ 752.5% |
$1.68M - $1.78M
|
63.2K
$2.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
42.3KNew |
$1.28M - $1.35M
|
42.3K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.1K+ 42.86% |
$908K - $959K
|
100K
$3.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
25.5K+ 6.84% |
$769K - $813K
|
398K
$12.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
24.5K+ 11.31% |
$740K - $782K
|
241K
$7.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
24.2K+ 14.74% |
$730K - $772K
|
188K
$6.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
22.8KNew |
$688K - $727K
|
22.8K
$733K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.7K+ 49.68% |
$654K - $691K
|
65.3K
$2.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
18.6K+ 1.6% |
$562K - $594K
|
1.18M
$37.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
13.9K+ 21.71% |
$419K - $443K
|
77.9K
$2.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.73K+ 120.3% |
$293K - $310K
|
17.8K
$573K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
8.87KNew |
$267K - $283K
|
8.87K
$285K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.59K+ 39.88% |
$229K - $242K
|
26.6K
$856K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.59K+ 39.88% |
$229K - $242K
|
26.6K
$856K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6.77K+ 45.87% |
$204K - $216K
|
21.5K
$692K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.71K+ 0.87% |
$172K - $182K
|
663K
$21.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.63K+ 3.61% |
$109K - $116K
|
104K
$3.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.28K+ 7.83% |
$98.8K - $104K
|
45.1K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.95K+ 15.25% |
$88.9K - $94K
|
22.3K
$716K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.87K+ 35.99% |
$86.5K - $91.4K
|
10.8K
$348K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.56K+ 15.96% |
$77.1K - $81.5K
|
18.6K
$597K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.2K+ 1.48% |
$66.3K - $70.1K
|
151K
$4.86M
|
|
|
Jul 26, 2023
Q2 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
2.01K+ 1.47% |
$60.7K - $64.2K
|
139K
$4.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.3K+ 10.26% |
$39.3K - $41.5K
|
14K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
848+ 1.31% |
$25.6K - $27K
|
65.4K
$2.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
784+ 9.27% |
$23.6K - $25K
|
9.25K
$297K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
635+ 2.3% |
$19.2K - $20.2K
|
28.2K
$907K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
420+ 1.29% |
$12.7K - $13.4K
|
32.9K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
351+ 2.78% |
$10.6K - $11.2K
|
13K
$417K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
350+ 28.0% |
$10.6K - $11.2K
|
1.6K
$51.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
295+ 1.51% |
$8.9K - $9.4K
|
19.8K
$638K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
290New |
$8.75K - $9.24K
|
290
$9.32K
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
229+ 1.35% |
$6.91K - $7.3K
|
17.2K
$553K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
154New |
$4.64K - $4.91K
|
154
$4.95K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
76+ 0.8% |
$2.29K - $2.42K
|
9.58K
$308K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
57New |
$1.72K - $1.82K
|
57
$1.83K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
21+ 0.6% |
$633 - $669
|
3.53K
$113K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$30.2 - $31.9
|
1
$32.2
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-27- 0.37% |
$814 - $860
|
7.29K
$234K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-39- 0.19% |
$1.18K - $1.24K
|
20.1K
$646K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-98- 0.37% |
$2.96K - $3.12K
|
26.3K
$846K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-159- 1.81% |
$4.8K - $5.07K
|
8.61K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-163- 0.36% |
$4.92K - $5.19K
|
45.1K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-202- 0.58% |
$6.09K - $6.44K
|
34.4K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-330- 1.42% |
$9.95K - $10.5K
|
23K
$738K
|