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 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
30New |
$831 - $967
|
30
$970
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
21+ 1.12% |
$581 - $677
|
1.9K
$61.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-80- 0.36% |
$2.22K - $2.58K
|
22.1K
$713K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-168- 0.87% |
$4.65K - $5.41K
|
19.2K
$620K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-265- 1.09% |
$7.34K - $8.54K
|
24.1K
$779K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-295- 1.49% |
$8.17K - $9.5K
|
19.5K
$631K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-619- 1.4% |
$17.1K - $19.9K
|
43.7K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-629- 3.38% |
$17.4K - $20.3K
|
18K
$581K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-846- 10.37% |
$23.4K - $27.3K
|
7.31K
$236K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-936- 11.57% |
$25.9K - $30.2K
|
7.16K
$231K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-1.81K- 48.39% |
$50.1K - $58.3K
|
1.93K
$62.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.25K- 24.3% |
$62.4K - $72.6K
|
7.02K
$227K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.26K- 3.51% |
$62.7K - $72.9K
|
62.2K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.4K- 5.63% |
$66.6K - $77.5K
|
40.3K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.44K- 19.85% |
$67.5K - $78.5K
|
9.83K
$318K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.48K- 1.39% |
$68.8K - $80K
|
177K
$5.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-2.54K- 4.35% |
$70.3K - $81.8K
|
55.8K
$1.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.94K- 11.88% |
$81.4K - $94.8K
|
21.8K
$705K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.92K- 11.17% |
$164K - $191K
|
47.1K
$1.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.22K- 4.55% |
$172K - $201K
|
131K
$4.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.25K- 45.7% |
$173K - $201K
|
7.43K
$240K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-6.38K- 5.96% |
$177K - $205K
|
101K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.98K- 16.2% |
$193K - $225K
|
36.1K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-7.64K- 1.22% |
$212K - $246K
|
621K
$20.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.21K- 2.13% |
$255K - $297K
|
424K
$13.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-12.5K- 33.66% |
$347K - $403K
|
24.7K
$798K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-12.8K- 7.32% |
$354K - $412K
|
162K
$5.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-14.1K- 10.65% |
$390K - $453K
|
118K
$3.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16.3K- 4.77% |
$451K - $525K
|
326K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48.2K- 52.18% |
$1.34M - $1.55M
|
44.2K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-61.1K- 29.36% |
$1.69M - $1.97M
|
147K
$4.75M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-64.7K- 27.24% |
$1.79M - $2.08M
|
173K
$5.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-101K- 81.27% |
$2.81M - $3.27M
|
23.4K
$756K
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-174K- 21.86% |
$4.81M - $5.59M
|
621K
$20.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.23M- 97.86% |
$33.9M - $39.5M
|
26.8K
$867K
|