Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$29.3 - $32.1
|
0
$0
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-217- 0.41% |
$6.36K - $6.97K
|
53K
$1.71M
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-257- 1.28% |
$7.54K - $8.26K
|
19.8K
$641K
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-282- 0.82% |
$8.27K - $9.06K
|
34.1K
$1.1M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-389- 0.9% |
$11.4K - $12.5K
|
42.7K
$1.38M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-424- 0.65% |
$12.4K - $13.6K
|
65K
$2.1M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-514- 5.97% |
$15.1K - $16.5K
|
8.09K
$262K
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-771- 1.71% |
$22.6K - $24.8K
|
44.3K
$1.43M
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-797- 6.95% |
$23.4K - $25.6K
|
10.7K
$345K
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-977- 0.54% |
$28.7K - $31.4K
|
179K
$5.8M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.09K- 11.75% |
$31.9K - $34.9K
|
8.16K
$264K
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 5.62% |
$35.5K - $38.9K
|
20.3K
$657K
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.39K- 6.98% |
$40.6K - $44.5K
|
18.5K
$597K
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.49K- 0.84% |
$43.6K - $47.8K
|
175K
$5.64M
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.65K- 46.71% |
$48.3K - $53K
|
1.88K
$60.8K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.29K- 8.46% |
$67.1K - $73.6K
|
24.8K
$800K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.09K- 27.2% |
$90.7K - $99.3K
|
8.27K
$267K
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.51K- 2.58% |
$103K - $113K
|
132K
$4.27M
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
SELL
|
- |
-3.52K- 48.49% |
$103K - $113K
|
3.74K
$121K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.85K- 1.59% |
$113K - $124K
|
238K
$7.68M
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.72K- 33.73% |
$138K - $152K
|
9.27K
$300K
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-4.97K- 28.84% |
$146K - $160K
|
12.3K
$397K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.37K- 2.39% |
$245K - $269K
|
342K
$11M
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-28.8K- 44.13% |
$845K - $926K
|
36.5K
$1.18M
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-34.1K- 5.14% |
$1M - $1.1M
|
629K
$20.3M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-923K- 87.1% |
$27.1M - $29.7M
|
137K
$4.42M
|