Purchases and Sales Made in Q4 2023 in Ishares Morningstar Small Cap (ISCG)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCG) during Q4 2023. 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 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-11.8K- 23.23% |
$417K - $526K
|
38.9K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-11.9K- 71.62% |
$420K - $530K
|
4.7K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-12.4K- 16.69% |
$440K - $555K
|
62K
$3.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.2K- 27.55% |
$964K - $1.22M
|
71.5K
$3.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48.3K- 11.92% |
$1.71M - $2.16M
|
357K
$18.6M
|