Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
98KNew |
$2.71M - $3.16M
|
98K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
64.8K+ 319.87% |
$1.79M - $2.09M
|
85.1K
$2.75M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
60.8KNew |
$1.68M - $1.96M
|
60.8K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
57.1K+ 118.12% |
$1.58M - $1.84M
|
105K
$3.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
32.4K+ 10.8% |
$897K - $1.04M
|
332K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.1K+ 851.87% |
$806K - $938K
|
32.5K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.5K+ 8.73% |
$788K - $917K
|
354K
$11.5M
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
28KNew |
$776K - $903K
|
28K
$906K
|
|
|
Oct 18, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
28KNew |
$776K - $903K
|
28K
$906K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.8KNew |
$494K - $575K
|
17.8K
$577K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
13.3K+ 15.92% |
$369K - $430K
|
97.1K
$3.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.1KNew |
$364K - $423K
|
13.1K
$425K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
13.1K+ 65.44% |
$363K - $422K
|
33.1K
$1.07M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.9K+ 64.51% |
$358K - $416K
|
32.9K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7K+ 165.65% |
$352K - $409K
|
20.4K
$659K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.84K+ 5.65% |
$245K - $285K
|
165K
$5.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.92K+ 31.63% |
$219K - $255K
|
33K
$1.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
7.3KNew |
$202K - $235K
|
7.3K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
7.08KNew |
$196K - $228K
|
7.08K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
6.85KNew |
$190K - $221K
|
6.85K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
6.79K+ 49.83% |
$188K - $219K
|
20.4K
$659K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.4K+ 17.53% |
$177K - $206K
|
42.9K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
6.27KNew |
$174K - $202K
|
6.27K
$203K
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
6.27K+ 6.83% |
$174K - $202K
|
98K
$3.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.09K+ 12.82% |
$169K - $196K
|
53.6K
$1.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
5.57K+ 4.11% |
$154K - $179K
|
141K
$4.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.5K+ 22.68% |
$152K - $177K
|
29.8K
$962K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.04K+ 14.76% |
$140K - $162K
|
39.2K
$1.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.81K+ 45.11% |
$133K - $155K
|
15.5K
$501K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.76K+ 1423.95% |
$132K - $153K
|
5.09K
$165K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.72K+ 79.76% |
$103K - $120K
|
8.38K
$271K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.33K+ 1.72% |
$92.2K - $107K
|
196K
$6.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.23K+ 9.34% |
$89.5K - $104K
|
37.9K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
2.74K+ 0.66% |
$75.7K - $88.1K
|
419K
$13.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.67K+ 2.88% |
$73.9K - $86K
|
95.5K
$3.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2KNew |
$55.4K - $64.4K
|
2K
$64.6K
|
|
|
Feb 06, 2024
Q4 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
1.93K+ 1.38% |
$53.5K - $62.2K
|
142K
$4.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.49KNew |
$41.4K - $48.1K
|
1.49K
$48.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
917New |
$25.4K - $29.5K
|
917
$29.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
580+ 0.89% |
$16.1K - $18.7K
|
65.5K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
408+ 55.74% |
$11.3K - $13.1K
|
1.14K
$36.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
328+ 1.78% |
$9.08K - $10.6K
|
18.8K
$607K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
199+ 0.98% |
$5.51K - $6.41K
|
20.5K
$663K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
158+ 1.21% |
$4.38K - $5.09K
|
13.3K
$429K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
146New |
$4.04K - $4.7K
|
146
$4.72K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
119New |
$3.3K - $3.83K
|
119
$3.85K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
113+ 0.43% |
$3.13K - $3.64K
|
26.6K
$859K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
111+ 1.34% |
$3.07K - $3.58K
|
8.38K
$271K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
100+ 3.29% |
$2.77K - $3.22K
|
3.14K
$101K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
38New |
$1.05K - $1.22K
|
38
$1.23K
|