Purchases and Sales Made in Q3 2025 in Ishares Morningstar Small Cap (ISCG)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
50.7KNew |
$2.53M - $2.8M
|
50.7K
$2.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
9.36K+ 5.59% |
$467K - $516K
|
177K
$9.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
9.36K+ 5.59% |
$467K - $516K
|
177K
$9.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.36KNew |
$217K - $240K
|
4.36K
$240K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4.01KNew |
$200K - $221K
|
4.01K
$221K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.91KNew |
$195K - $216K
|
3.91K
$215K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.54K+ 33.92% |
$76.5K - $84.6K
|
6.06K
$333K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
852New |
$42.5K - $47K
|
852
$46.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
689+ 14.24% |
$34.3K - $38K
|
5.53K
$304K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
232+ 3.05% |
$11.6K - $12.8K
|
7.85K
$432K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
177+ 0.21% |
$8.82K - $9.76K
|
83.6K
$4.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
66+ 1.37% |
$3.29K - $3.64K
|
4.87K
$268K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
46+ 0.46% |
$2.29K - $2.54K
|
10.1K
$557K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
24+ 0.12% |
$1.2K - $1.32K
|
20.3K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9+ 0.17% |
$449 - $496
|
5.39K
$297K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.11% |
$199 - $221
|
3.71K
$204K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.79% |
$49.8 - $55.1
|
128
$7.04K
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-80- 0.32% |
$3.99K - $4.41K
|
24.9K
$1.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-179- 1.7% |
$8.92K - $9.87K
|
10.3K
$568K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-442- 25.09% |
$22K - $24.4K
|
1.32K
$72.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-906- 4.18% |
$45.2K - $50K
|
20.8K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.96K- 80.83% |
$97.5K - $108K
|
464
$25.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.01K- 48.23% |
$99.9K - $111K
|
2.15K
$118K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.68K- 19.5% |
$134K - $148K
|
11.1K
$609K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3.7K- 28.11% |
$184K - $204K
|
9.45K
$520K
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-6.68KClosed |
$333K - $369K
|
0
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-22K- 8.34% |
$1.1M - $1.22M
|
242K
$13.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-31.7K- 83.93% |
$1.58M - $1.75M
|
6.06K
$333K
|