Purchases and Sales Made in Q1 2025 in Ishares Morningstar Small Cap (ISCG)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCG) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
130K+ 79.5% |
$5.76M - $6.75M
|
293K
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.4K+ 113.15% |
$2.37M - $2.78M
|
101K
$4.77M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40KNew |
$1.78M - $2.08M
|
40K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
35.1K+ 51.62% |
$1.56M - $1.83M
|
103K
$4.88M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
33.2K+ 814.96% |
$1.47M - $1.73M
|
37.3K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.3K+ 249.15% |
$1.21M - $1.42M
|
38.3K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.5K+ 6.03% |
$1.18M - $1.38M
|
465K
$22.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.3K+ 290.45% |
$859K - $1.01M
|
26K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.1KNew |
$760K - $890K
|
17.1K
$810K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
13.7K+ 13.15% |
$611K - $715K
|
118K
$5.6M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12K+ 119.76% |
$533K - $624K
|
22K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.6K+ 106.76% |
$473K - $554K
|
20.6K
$977K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.87K+ 2.02% |
$350K - $410K
|
397K
$18.8M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
6.52K+ 21.76% |
$290K - $339K
|
36.5K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.3KNew |
$280K - $328K
|
6.3K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
5.74KNew |
$255K - $299K
|
5.74K
$272K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
5.73K+ 7.07% |
$254K - $298K
|
86.7K
$4.11M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.56K+ 7.11% |
$247K - $289K
|
83.7K
$3.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.37KNew |
$239K - $280K
|
5.37K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.1K+ 1.47% |
$227K - $266K
|
353K
$16.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.91K+ 70128.57% |
$218K - $256K
|
4.92K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.87KNew |
$216K - $253K
|
4.87K
$231K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.46K+ 1.13% |
$198K - $232K
|
399K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.16K+ 1.48% |
$185K - $216K
|
286K
$13.5M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.7K+ 1.32% |
$164K - $193K
|
283K
$13.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.54K+ 4.96% |
$157K - $184K
|
74.9K
$3.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.15KNew |
$140K - $164K
|
3.15K
$149K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
3.09K+ 20.59% |
$137K - $161K
|
18.1K
$857K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
3.04K+ 11.4% |
$135K - $158K
|
29.7K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.83K+ 14.25% |
$126K - $147K
|
22.7K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.34K+ 603.36% |
$104K - $122K
|
2.72K
$129K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.08KNew |
$92.3K - $108K
|
2.08K
$98.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.87K+ 1.75% |
$83.3K - $97.5K
|
109K
$5.16M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.87K+ 1.73% |
$83.2K - $97.4K
|
110K
$5.22M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.26K+ 1.09% |
$56K - $65.6K
|
117K
$5.56M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 8.26% |
$46.7K - $54.7K
|
13.8K
$653K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
982New |
$43.6K - $51.1K
|
982
$46.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
886New |
$39.4K - $46.1K
|
886
$42K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
860+ 20.4% |
$38.2K - $44.8K
|
5.08K
$241K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
670+ 34.36% |
$29.8K - $34.9K
|
2.62K
$124K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
592+ 18.59% |
$26.3K - $30.8K
|
3.78K
$179K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
447+ 23.21% |
$19.9K - $23.3K
|
2.37K
$113K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
390+ 1.26% |
$17.3K - $20.3K
|
31.3K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
366New |
$16.3K - $19.1K
|
366
$17.4K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
356+ 1.14% |
$15.8K - $18.5K
|
31.5K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
352+ 5.7% |
$15.6K - $18.3K
|
6.53K
$310K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
338+ 1.16% |
$15K - $17.6K
|
29.5K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
292+ 12.98% |
$13K - $15.2K
|
2.54K
$120K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
254+ 4.97% |
$11.3K - $13.2K
|
5.37K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
122+ 1.22% |
$5.42K - $6.35K
|
10.1K
$479K
|