Purchases and Sales Made in Q4 2024 in Ishares Morningstar Small Cap (ISCG)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCG) during Q4 2024. 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 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
6.02K+ 20.62% |
$290K - $325K
|
35.2K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.15K+ 7.43% |
$248K - $278K
|
74.5K
$3.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5.11KNew |
$247K - $276K
|
5.11K
$265K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.75KNew |
$229K - $257K
|
4.75K
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.25K+ 4.18% |
$157K - $175K
|
81K
$4.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.98K+ 11.37% |
$144K - $161K
|
29.2K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
718+ 7.75% |
$34.6K - $38.8K
|
9.98K
$517K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
199+ 105.85% |
$9.6K - $10.8K
|
387
$20.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
34+ 0.64% |
$1.64K - $1.84K
|
5.36K
$278K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 0.31% |
$579 - $648
|
3.91K
$202K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2- 0.01% |
$96.4 - $108
|
30.9K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-136- 0.94% |
$6.56K - $7.35K
|
14.4K
$746K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-444- 5.13% |
$21.4K - $24K
|
8.21K
$426K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-600- 6.0% |
$28.9K - $32.4K
|
9.39K
$487K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-725- 0.44% |
$35K - $39.2K
|
166K
$8.59M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-871- 6.54% |
$42K - $47.1K
|
12.4K
$645K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.06K- 8.3% |
$51.1K - $57.3K
|
11.7K
$607K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.38K- 9.18% |
$115K - $129K
|
23.5K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.43K- 50.55% |
$358K - $402K
|
7.27K
$377K
|