Purchases and Sales Made in Q4 2022 in Ishares Morningstar Small Cap (ISCG)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-26- 1.84% |
$891 - $1.01K
|
1.39K
$72.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-52- 0.31% |
$1.78K - $2.02K
|
16.8K
$873K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-77- 0.96% |
$2.64K - $2.99K
|
7.94K
$413K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-135- 1.85% |
$4.63K - $5.23K
|
7.18K
$373K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-210- 3.4% |
$7.2K - $8.14K
|
5.97K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-250- 2.65% |
$8.57K - $9.69K
|
9.17K
$477K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-398- 56.21% |
$13.6K - $15.4K
|
310
$16.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-398- 56.21% |
$13.6K - $15.4K
|
310
$16.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
SELL
|
- |
-587- 0.42% |
$20.1K - $22.8K
|
141K
$7.32M
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-600- 3.02% |
$20.6K - $23.3K
|
19.3K
$1M
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-690- 21.1% |
$23.6K - $26.8K
|
2.58K
$134K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-816- 11.78% |
$28K - $31.6K
|
6.11K
$318K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-820- 31.54% |
$28.1K - $31.8K
|
1.78K
$92.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-830- 5.8% |
$28.4K - $32.2K
|
13.5K
$701K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-957- 0.27% |
$32.8K - $37.1K
|
349K
$18.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-965- 1.36% |
$33.1K - $37.4K
|
69.9K
$3.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.1K- 76.8% |
$37.7K - $42.6K
|
332
$17.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.11K- 7.6% |
$38K - $43K
|
13.5K
$701K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.15K- 20.11% |
$39.3K - $44.5K
|
4.56K
$237K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.23K- 3.77% |
$42K - $47.5K
|
31.3K
$1.63M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.33K- 4.97% |
$45.7K - $51.7K
|
25.5K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.6K- 15.57% |
$55K - $62.2K
|
8.7K
$452K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.92K- 29.56% |
$134K - $152K
|
9.34K
$486K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-4.47K- 6.16% |
$153K - $173K
|
68.1K
$3.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-5.25K- 35.83% |
$180K - $203K
|
9.4K
$489K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-12.9K- 47.45% |
$444K - $502K
|
14.3K
$746K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.7K- 53.99% |
$709K - $802K
|
17.6K
$916K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-26.1K- 91.67% |
$894K - $1.01M
|
2.37K
$123K
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-26.2K- 35.19% |
$897K - $1.01M
|
48.2K
$2.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-43.6K- 20.94% |
$1.5M - $1.69M
|
165K
$8.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-53.8K- 90.02% |
$1.85M - $2.09M
|
5.97K
$310K
|