Purchases and Sales Made in Q3 2022 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 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
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
353K
+ 3834.97%
$12.1M - $15M
362K $18.8M
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
36.6K
+ 157.93%
$1.26M - $1.56M
59.8K $3.11M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
22.4K
New
$768K - $952K
22.4K $1.17M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
22.4K
New
$768K - $952K
22.4K $1.17M
Nov 08, 2022 Q3 2022
Black Diamond Financial, LLC

BUY
 -
21.8K
+ 72.79%
$748K - $928K
51.8K $2.7M
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
21K
+ 35.12%
$721K - $894K
80.9K $4.21M
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
15.4K
+ 163.04%
$528K - $655K
24.9K $1.29M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
15.1K
New
$518K - $642K
15.1K $786K
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
14.8K
+ 136.78%
$507K - $629K
25.6K $1.33M
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
13.3K
New
$454K - $563K
13.3K $689K
Nov 03, 2022 Q3 2022
Adell Harriman & Carpenter Inc

BUY
 -
8.8K
New
$301K - $374K
8.8K $457K
Oct 31, 2022 Q3 2022
Wolff Financial Management LLC

BUY
 -
8.14K
New
$279K - $346K
8.14K $423K
Oct 11, 2022 Q3 2022
Davenport & CO LLC

BUY
 -
6.2K
New
$212K - $263K
6.2K $322K
Oct 27, 2022 Q3 2022
Prospera Financial Services Inc

BUY
 -
6.18K
New
$212K - $263K
6.18K $322K
Nov 14, 2022 Q3 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
6.14K
+ 16.67%
$211K - $261K
43K $2.24M
Oct 17, 2022 Q3 2022
Rodgers & Associates, LTD

BUY
 -
4.65K
+ 20.99%
$159K - $198K
26.8K $1.39M
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
4.59K
+ 1.99%
$157K - $195K
235K $12.2M
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
4.41K
+ 1.57%
$151K - $187K
286K $14.9M
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
4.26K
+ 5.0%
$146K - $181K
89.4K $4.65M
Oct 17, 2022 Q3 2022
Private Trust CO Na

BUY
 -
2.6K
New
$89.1K - $110K
2.6K $135K
Oct 31, 2022 Q3 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
2.23K
+ 3.19%
$76.3K - $94.5K
72K $3.74M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.72K
+ 19.97%
$58.8K - $72.9K
10.3K $536K
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
1.5K
+ 15.76%
$51.4K - $63.7K
11K $573K
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
1.21K
+ 37.48%
$41.4K - $51.3K
4.43K $230K
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
1.03K
New
$35.4K - $43.9K
1.03K $53.7K
Nov 14, 2022 Q3 2022
Surevest, LLC

Los Angeles, CA
BUY
 -
855
+ 12.49%
$29.3K - $36.3K
7.7K $400K
Oct 17, 2022 Q3 2022
Lex Aurum Advisors, LLC

BUY
 -
762
+ 10.5%
$26.1K - $32.4K
8.02K $417K
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
695
New
$23.8K - $29.5K
695 $36.1K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
600
New
$20.6K - $25.5K
600 $31.2K
Aug 16, 2024 Q3 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
480
+ 7.66%
$16.4K - $20.4K
6.75K $351K
Oct 31, 2022 Q3 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
469
New
$16.1K - $19.9K
469 $24.4K
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
414
New
$14.2K - $17.6K
414 $21.5K
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
395
+ 3.14%
$13.5K - $16.8K
13K $674K
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
371
+ 0.51%
$12.7K - $15.8K
72.6K $3.77M
Nov 09, 2022 Q3 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
338
+ 2.36%
$11.6K - $14.4K
14.6K $761K
Oct 27, 2022 Q3 2022
Us Bancorp \De\

BUY
 -
256
+ 22.07%
$8.77K - $10.9K
1.42K $73.6K
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
227
+ 1.97%
$7.78K - $9.65K
11.7K $611K
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
217
+ 10.25%
$7.44K - $9.22K
2.33K $121K
Oct 14, 2022 Q3 2022
Gradient Investments LLC

BUY
 -
152
New
$5.21K - $6.46K
152 $7.9K
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
143
+ 23.75%
$4.9K - $6.08K
745 $38.7K
Oct 12, 2022 Q3 2022
Tap Consulting, LLC

BUY
 -
59
+ 0.99%
$2.02K - $2.51K
6.04K $314K
Oct 18, 2022 Q3 2022
Private Wealth Strategies, L.L.C.

BUY
 -
35
+ 0.27%
$1.2K - $1.49K
13.2K $687K
Nov 08, 2022 Q3 2022
Shelton Wealth Management, LLC

BUY
 -
19
+ 0.03%
$651 - $807
74.3K $3.87M
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

BUY
 -
14
+ 0.32%
$480 - $595
4.4K $229K
Nov 01, 2022 Q3 2022
Lee Financial CO

Dallas, TX
BUY
 -
1
+ 0.29%
$34.3 - $42.5
344 $17.9K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
SELL
 -
-109
- 0.74%
$3.74K - $4.63K
14.6K $758K
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

SELL
 -
-187
- 20.89%
$6.41K - $7.95K
708 $36.8K
Nov 14, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-187
- 20.89%
$6.41K - $7.95K
708 $36.8K

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