Purchases and Sales Made in Q3 2021 in Ishares Morningstar Small Cap (ISCG)

ISCG Quotes by TradingView

This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCG) during Q3 2021. 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
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
236K
New
$11.4M - $12.4M
236K $12.1M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
39K
+ 9.81%
$1.88M - $2.04M
437K $22.4M
Aug 16, 2024 Q3 2021
Td Private Client Wealth LLC

New York, NY
BUY
 -
26.1K
+ 182.79%
$1.26M - $1.36M
40.4K $2.07M
Oct 19, 2021 Q3 2021
Matrix Trust CO

BUY
 -
22.1K
+ 17.2%
$1.06M - $1.15M
150K $7.71M
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
20K
New
$962K - $1.05M
20K $1.03M
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
16.9K
+ 40.06%
$812K - $882K
59K $3.03M
Nov 04, 2021 Q3 2021
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
16.1K
+ 88.1%
$775K - $843K
34.4K $1.77M
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
13.8K
+ 5.06%
$666K - $723K
288K $14.7M
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
11.2K
New
$540K - $587K
11.2K $576K
Nov 10, 2021 Q3 2021
Bokf, Na

Tulsa, OK
BUY
 -
9.52K
+ 500.0%
$458K - $497K
11.4K $585K
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
7.82K
+ 49.23%
$376K - $409K
23.7K $1.22M
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
7.52K
+ 15.48%
$362K - $393K
56.1K $2.88M
Nov 01, 2021 Q3 2021
Searcy Financial Services Inc

BUY
 -
7.39K
+ 2.04%
$356K - $386K
369K $18.9M
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
7.38K
+ 15.81%
$355K - $386K
54K $2.77M
Nov 02, 2021 Q3 2021
Signature Securities Group Corporation

BUY
 -
7.09K
New
$341K - $370K
7.09K $363K
Nov 15, 2021 Q3 2021
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
6.94K
+ 78.23%
$334K - $363K
15.8K $811K
Nov 15, 2021 Q3 2021
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
6.89K
+ 45.84%
$331K - $360K
21.9K $1.12M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
6.48K
+ 7.5%
$312K - $339K
92.9K $4.76M
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
5.95K
+ 82.07%
$286K - $311K
13.2K $676K
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

BUY
 -
5.26K
+ 8.93%
$253K - $275K
64.2K $3.29M
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

BUY
 -
2.54K
New
$122K - $133K
2.54K $130K
Nov 02, 2021 Q3 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.16K
+ 7206.67%
$104K - $113K
2.19K $112K
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
2.15K
+ 7.02%
$104K - $112K
32.8K $1.68M
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
1.25K
+ 18.88%
$60K - $65.2K
7.86K $403K
Nov 10, 2021 Q3 2021
Rodgers & Associates, LTD

BUY
 -
954
+ 5.84%
$45.9K - $49.8K
17.3K $887K
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
883
+ 1.11%
$42.5K - $46.1K
80.6K $4.13M
Nov 15, 2021 Q3 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
876
+ 10.94%
$42.1K - $45.8K
8.88K $455K
Oct 29, 2021 Q3 2021
Archer Investment Corp

BUY
 -
510
New
$24.5K - $26.6K
510 $26.1K
Oct 27, 2021 Q3 2021
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
204
+ 4.01%
$9.81K - $10.7K
5.29K $271K
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
78
+ 0.15%
$3.75K - $4.08K
53.5K $2.74M
Nov 12, 2021 Q3 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
51
+ 0.53%
$2.45K - $2.66K
9.72K $498K
Nov 02, 2021 Q3 2021
Private Wealth Strategies, L.L.C.

BUY
 -
23
+ 0.18%
$1.11K - $1.2K
13.1K $673K
Nov 09, 2021 Q3 2021
Concord Wealth Partners

BUY
 -
11
+ 1.32%
$529 - $575
847 $43.4K
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
5
+ 0.33%
$240 - $261
1.52K $77.8K
Oct 21, 2021 Q3 2021
Ellis Investment Partners, LLC

BUY
 -
4
+ 0.09%
$192 - $209
4.57K $234K
Oct 15, 2021 Q3 2021
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
1
+ 0.22%
$48.1 - $52.3
465 $23.8K
Nov 10, 2021 Q3 2021
Us Bancorp \De\

SELL
 -
-116
- 9.08%
$5.58K - $6.06K
1.16K $59.6K
Nov 12, 2021 Q3 2021
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-116
- 21.17%
$5.58K - $6.06K
432 $22.1K
Nov 12, 2021 Q3 2021
Cibc World Market Inc.

Toronto, A6
SELL
 -
-147
- 1.8%
$7.07K - $7.68K
8.02K $411K
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-168
Closed
$8.08K - $8.78K
0 $0
Oct 12, 2021 Q3 2021
Smith Chas P & Associates Pa Cpas

SELL
 -
-170
- 1.14%
$8.18K - $8.88K
14.7K $755K
Oct 14, 2021 Q3 2021
Beam Wealth Advisors, Inc.

SELL
 -
-177
- 1.47%
$8.51K - $9.25K
11.9K $610K
Nov 05, 2021 Q3 2021
Lincoln National Corp

SELL
 -
-209
- 3.22%
$10.1K - $10.9K
6.29K $322K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-210
Closed
$10.1K - $11K
0 $0
Nov 15, 2021 Q3 2021
Ubs Group Ag

SELL
 -
-333
- 0.32%
$16K - $17.4K
103K $5.29M
Nov 12, 2021 Q3 2021
Towerpoint Wealth, LLC

Sacramento, CA
SELL
 -
-405
- 5.12%
$19.5K - $21.2K
7.5K $385K
Nov 10, 2021 Q3 2021
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-408
- 33.01%
$19.6K - $21.3K
828 $42.5K
Nov 12, 2021 Q3 2021
Financial Insights, Inc.

SELL
 -
-420
Closed
$20.2K - $21.9K
0 $0
Nov 03, 2021 Q3 2021
Ima Wealth, Inc.

Wichita, KS
SELL
 -
-498
- 56.85%
$23.9K - $26K
378 $19.4K

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