Purchases and Sales Made in Q4 2021 in Ishares Morningstar Small Cap (ISCG)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
83K+ 352.27% |
$3.94M - $4.52M
|
107K
$5.54M
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
52KNew |
$2.46M - $2.83M
|
52K
$2.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
40.7KNew |
$1.93M - $2.22M
|
40.7K
$2.12M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39.8K+ 13.85% |
$1.89M - $2.17M
|
327K
$17M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.2K+ 13.63% |
$1.53M - $1.76M
|
269K
$14M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
26KNew |
$1.23M - $1.42M
|
26K
$1.35M
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
20.6KNew |
$976K - $1.12M
|
20.6K
$1.07M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.2KNew |
$912K - $1.05M
|
19.2K
$1M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
13.9KNew |
$662K - $760K
|
13.9K
$725K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13K+ 37.69% |
$615K - $707K
|
47.4K
$2.47M
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
10.9KNew |
$518K - $595K
|
10.9K
$568K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.3K+ 3.37% |
$489K - $561K
|
316K
$16.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Searcy Financial Services Inc
|
BUY
|
- |
7.03K+ 1.91% |
$334K - $383K
|
376K
$19.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
6.63K+ 10.33% |
$315K - $361K
|
70.8K
$3.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.61K+ 41.77% |
$313K - $360K
|
22.4K
$1.17M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
6.55K+ 152.59% |
$310K - $357K
|
10.8K
$563K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
4.61K+ 4.47% |
$219K - $251K
|
108K
$5.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.48KNew |
$212K - $244K
|
4.48K
$233K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
2.69K+ 20.9% |
$128K - $147K
|
15.6K
$810K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.6K+ 3.97% |
$123K - $142K
|
68.1K
$3.54M
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
2.24KNew |
$106K - $122K
|
2.24K
$117K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.24K+ 15.53% |
$58.9K - $67.7K
|
9.24K
$480K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
992+ 229.63% |
$47.1K - $54.1K
|
1.42K
$74K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
988New |
$46.9K - $53.9K
|
988
$51.4K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
960New |
$45.5K - $52.3K
|
960
$49.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
731+ 6.15% |
$34.7K - $39.8K
|
12.6K
$656K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
715New |
$33.9K - $39K
|
715
$37.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
679+ 26.74% |
$32.2K - $37K
|
3.22K
$167K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
669+ 1.19% |
$31.7K - $36.5K
|
56.8K
$2.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
611+ 323.28% |
$29K - $33.3K
|
800
$41.6K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
494New |
$23.4K - $26.9K
|
494
$25.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
478New |
$22.7K - $26.1K
|
478
$24.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
402New |
$19.1K - $21.9K
|
402
$20.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
291+ 19.18% |
$13.8K - $15.9K
|
1.81K
$94K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
173+ 19.68% |
$8.21K - $9.43K
|
1.05K
$54.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
138New |
$6.55K - $7.52K
|
138
$7.18K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
130New |
$6.17K - $7.09K
|
130
$6.76K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
41New |
$1.94K - $2.23K
|
41
$2.13K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
28+ 0.21% |
$1.33K - $1.53K
|
13.1K
$684K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
27+ 0.23% |
$1.28K - $1.47K
|
11.6K
$604K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
22+ 0.32% |
$1.04K - $1.2K
|
6.86K
$357K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
14+ 1.65% |
$664 - $763
|
861
$44.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12New |
$569 - $654
|
12
$624
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.07% |
$142 - $164
|
4.41K
$229K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.43% |
$94.9 - $109
|
467
$24.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.79% |
$47.4 - $54.5
|
127
$6.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.29% |
$47.4 - $54.5
|
343
$17.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6Closed |
$285 - $327
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-12- 1.03% |
$569 - $654
|
1.15K
$59.8K
|