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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
78+ 7.92% |
$3.47K - $4.06K
|
1.06K
$50.4K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42+ 0.22% |
$1.87K - $2.19K
|
18.7K
$887K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41+ 0.09% |
$1.82K - $2.13K
|
44.5K
$2.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
18+ 0.38% |
$800 - $937
|
4.71K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.14% |
$667 - $781
|
11.1K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5+ 0.09% |
$222 - $260
|
5.42K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4+ 0.05% |
$178 - $208
|
8.08K
$383K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1New |
$44.4 - $52.1
|
1
$47.4
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-11- 0.05% |
$489 - $573
|
21.6K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-22- 0.27% |
$978 - $1.15K
|
8.19K
$388K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-27- 6.24% |
$1.2K - $1.41K
|
406
$19.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-33- 0.84% |
$1.47K - $1.72K
|
3.87K
$184K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-36- 24.32% |
$1.6K - $1.87K
|
112
$5.31K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-44- 36.67% |
$1.96K - $2.29K
|
76
$3.6K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-45- 0.92% |
$2K - $2.34K
|
4.82K
$229K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-110- 0.88% |
$4.89K - $5.73K
|
12.3K
$585K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-124- 1.0% |
$5.51K - $6.45K
|
12.3K
$583K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-182- 1.26% |
$8.09K - $9.47K
|
14.2K
$674K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-184- 1.59% |
$8.18K - $9.58K
|
11.4K
$541K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-240- 2.55% |
$10.7K - $12.5K
|
9.15K
$434K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-259- 7.82% |
$11.5K - $13.5K
|
3.05K
$145K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-328- 5.93% |
$14.6K - $17.1K
|
5.2K
$246K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-368- 13.52% |
$16.4K - $19.2K
|
2.35K
$112K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-451- 0.27% |
$20K - $23.5K
|
165K
$7.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-451- 0.27% |
$20K - $23.5K
|
165K
$7.84M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-475- 13.97% |
$21.1K - $24.7K
|
2.92K
$139K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-599- 8.28% |
$26.6K - $31.2K
|
6.64K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-708- 9.02% |
$31.5K - $36.9K
|
7.14K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-724- 11.62% |
$32.2K - $37.7K
|
5.5K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-741- 0.91% |
$32.9K - $38.6K
|
80.7K
$3.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-792- 2.95% |
$35.2K - $41.2K
|
26K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-800- 7.08% |
$35.6K - $41.6K
|
10.5K
$498K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.03K- 4.86% |
$45.9K - $53.8K
|
20.2K
$958K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.08K- 16.83% |
$47.9K - $56.1K
|
5.33K
$253K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.44K- 1.93% |
$63.8K - $74.7K
|
73K
$3.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.47K- 12.53% |
$65.1K - $76.3K
|
10.2K
$485K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.67K- 7.07% |
$74K - $86.7K
|
21.9K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.07K- 4.26% |
$92K - $108K
|
46.5K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.21K- 4.84% |
$98.3K - $115K
|
43.5K
$2.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.33K- 32.06% |
$104K - $121K
|
4.94K
$234K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-3.16K- 95.67% |
$140K - $164K
|
143
$6.78K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.6K- 21.83% |
$160K - $187K
|
12.9K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.16K- 6.91% |
$185K - $217K
|
56.1K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-5.37K- 26.18% |
$239K - $280K
|
15.1K
$718K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-6.91K- 4.6% |
$307K - $359K
|
143K
$6.8M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-8.87K- 25.17% |
$394K - $462K
|
26.4K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.34K- 28.12% |
$415K - $486K
|
23.9K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9.49K- 57.48% |
$422K - $494K
|
7.02K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.1K- 14.59% |
$1.07M - $1.25M
|
141K
$6.69M
|