Purchases and Sales Made in Q1 2022 in Ishares Morningstar Small Cap (ISCV)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
72.8KNew |
$4.03M - $4.43M
|
72.8K
$4.77M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
52.3KNew |
$2.9M - $3.18M
|
52.3K
$3.43M
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
25.7K+ 1938.94% |
$1.42M - $1.56M
|
27K
$1.77M
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
18.6KNew |
$1.03M - $1.13M
|
18.6K
$1.22M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.2K+ 54.22% |
$899K - $988K
|
46.2K
$3.03M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$562K - $618K
|
10.1K
$665K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
8.15K+ 8.86% |
$451K - $496K
|
100K
$6.56M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.45K+ 1.19% |
$357K - $392K
|
548K
$35.9M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.53KNew |
$306K - $336K
|
5.53K
$362K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.44K+ 2.53% |
$301K - $331K
|
221K
$14.5M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.42K+ 4.24% |
$300K - $330K
|
133K
$8.73M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.51K+ 11.98% |
$83.5K - $91.8K
|
14.1K
$924K
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 8.67% |
$55.8K - $61.3K
|
12.6K
$828K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
687New |
$38.1K - $41.8K
|
687
$45K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
257+ 1.11% |
$14.2K - $15.6K
|
23.5K
$1.54M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
240+ 2.17% |
$13.3K - $14.6K
|
11.3K
$741K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
200New |
$11.1K - $12.2K
|
200
$13.1K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
137+ 0.58% |
$7.59K - $8.34K
|
24K
$1.57M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
110+ 4.59% |
$6.09K - $6.69K
|
2.51K
$164K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
62+ 1.83% |
$3.43K - $3.77K
|
3.46K
$227K
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
57+ 0.32% |
$3.16K - $3.47K
|
17.9K
$1.17M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
50+ 0.54% |
$2.77K - $3.04K
|
9.26K
$607K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
40+ 0.07% |
$2.22K - $2.43K
|
54K
$3.54M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
28+ 200.0% |
$1.55K - $1.7K
|
42
$2.75K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
14+ 0.09% |
$775 - $852
|
16K
$1.05M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
5+ 0.06% |
$277 - $304
|
8K
$524K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.33% |
$111 - $122
|
614
$40.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
1New |
$55.4 - $60.9
|
1
$65.5
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.02% |
$55.4 - $60.9
|
4.4K
$288K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.47% |
$55.4 - $60.9
|
216
$14.2K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.37% |
$55.4 - $60.9
|
270
$17.7K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14- 0.33% |
$775 - $852
|
4.27K
$280K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-17- 13.18% |
$942 - $1.03K
|
112
$7.34K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-25- 12.82% |
$1.38K - $1.52K
|
170
$11.1K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-36Closed |
$1.99K - $2.19K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-39- 0.23% |
$2.16K - $2.37K
|
16.7K
$1.1M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-83- 0.56% |
$4.6K - $5.05K
|
14.7K
$962K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-113- 9.83% |
$6.26K - $6.88K
|
1.04K
$68K
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-120- 0.86% |
$6.65K - $7.3K
|
13.9K
$910K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-165- 0.81% |
$9.14K - $10K
|
20.1K
$1.32M
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-195Closed |
$10.8K - $11.9K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-214- 3.67% |
$11.9K - $13K
|
5.61K
$368K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-318- 20.95% |
$17.6K - $19.4K
|
1.2K
$78.6K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-357Closed |
$19.8K - $21.7K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-383- 1.87% |
$21.2K - $23.3K
|
20.1K
$1.32M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-546- 7.08% |
$30.2K - $33.2K
|
7.16K
$470K
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-593- 2.73% |
$32.8K - $36.1K
|
21.2K
$1.39M
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-637- 11.53% |
$35.3K - $38.8K
|
4.89K
$320K
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-680- 1.96% |
$37.7K - $41.4K
|
34K
$2.23M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.51K- 13.56% |
$83.4K - $91.6K
|
9.59K
$629K
|