Purchases and Sales Made in Q1 2022 in Ishares Morningstar Small Cap (ISCG)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCG) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES MORNINGSTAR SMALL CAP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-90- 0.97% |
$3.63K - $4.51K
|
9.15K
$476K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-91- 1.48% |
$3.67K - $4.56K
|
6.08K
$316K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-95- 9.03% |
$3.83K - $4.76K
|
957
$49.8K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-111- 0.96% |
$4.47K - $5.56K
|
11.5K
$598K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-130Closed |
$5.24K - $6.51K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-150- 1.02% |
$6.05K - $7.51K
|
14.5K
$756K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-300Closed |
$12.1K - $15K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-372- 52.03% |
$15K - $18.6K
|
343
$17.8K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-402Closed |
$16.2K - $20.1K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-438- 44.33% |
$17.7K - $21.9K
|
550
$28.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-476- 55.28% |
$19.2K - $23.8K
|
385
$20K
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-684- 9.71% |
$27.6K - $34.2K
|
6.36K
$331K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-748- 7.79% |
$30.1K - $37.5K
|
8.85K
$460K
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-960Closed |
$38.7K - $48.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.07K- 14.26% |
$43.1K - $53.6K
|
6.43K
$335K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-1.18K- 12.99% |
$47.6K - $59.2K
|
7.92K
$412K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-1.2KClosed |
$48.4K - $60.1K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.5K- 22.39% |
$60.4K - $75.1K
|
5.2K
$270K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.7K- 15.31% |
$68.4K - $85K
|
9.4K
$489K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.98K- 18.63% |
$80K - $99.3K
|
8.67K
$451K
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.57K- 14.9% |
$104K - $129K
|
14.7K
$764K
|
|
|
Apr 18, 2022
Q1 2022
|
Matrix Trust CO
|
SELL
|
- |
-3.22K- 2.15% |
$130K - $161K
|
147K
$7.64M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.1K- 6.03% |
$165K - $205K
|
64K
$3.33M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-9.95K- 9.23% |
$401K - $498K
|
97.8K
$5.09M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.4K- 16.53% |
$418K - $519K
|
52.4K
$2.72M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-10.8KClosed |
$437K - $543K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-14.1K- 47.08% |
$568K - $706K
|
15.8K
$824K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.1K- 5.6% |
$607K - $754K
|
254K
$13.2M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-15.6KClosed |
$628K - $780K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-20.6KClosed |
$829K - $1.03M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-20.6K- 50.76% |
$832K - $1.03M
|
20K
$1.04M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24.9K- 7.62% |
$1.01M - $1.25M
|
302K
$15.7M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-26.2K- 67.4% |
$1.05M - $1.31M
|
12.7K
$658K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.2K- 48.66% |
$1.06M - $1.31M
|
27.6K
$1.44M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.9K- 9.91% |
$1.12M - $1.4M
|
254K
$13.2M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.7K- 59.3% |
$1.4M - $1.74M
|
23.8K
$1.24M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.6K- 32.04% |
$1.52M - $1.88M
|
79.7K
$4.15M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-45.8K- 12.47% |
$1.84M - $2.29M
|
321K
$16.7M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-47.4KClosed |
$1.91M - $2.37M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-59.9K- 16.74% |
$2.42M - $3M
|
298K
$15.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-77K- 92.51% |
$3.1M - $3.86M
|
6.24K
$324K
|
|
|
Apr 29, 2022
Q1 2022
|
Searcy Financial Services Inc
|
SELL
|
- |
-376KClosed |
$15.2M - $18.8M
|
0
$0
|