Purchases and Sales Made in Q1 2023 in Ishares Morningstar Small Cap (ISCV)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
20.8K+ 826.32% |
$1.03M - $1.24M
|
23.3K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19K+ 112.2% |
$941K - $1.13M
|
35.9K
$2.27M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.1KNew |
$702K - $844K
|
14.1K
$893K
|
|
|
Apr 18, 2023
Q1 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
13.4K+ 6.82% |
$666K - $801K
|
210K
$13.3M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.3K+ 132.34% |
$660K - $795K
|
23.4K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.8K+ 88.71% |
$486K - $585K
|
20.8K
$1.31M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.46KNew |
$420K - $505K
|
8.46K
$534K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.21K+ 11.74% |
$407K - $490K
|
78.1K
$4.93M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.38KNew |
$366K - $441K
|
7.38K
$466K
|
|
|
May 12, 2023
Q1 2023
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
6.38KNew |
$316K - $381K
|
6.38K
$403K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.78KNew |
$237K - $285K
|
4.78K
$302K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.2K+ 3.24% |
$208K - $251K
|
134K
$8.44M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.85KNew |
$191K - $230K
|
3.85K
$243K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.59K+ 19.69% |
$178K - $214K
|
21.8K
$1.38M
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
2.89K+ 1.58% |
$143K - $173K
|
186K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.99K+ 213.73% |
$98.8K - $119K
|
2.92K
$185K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.05K+ 3.63% |
$51.8K - $62.4K
|
29.8K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.02K+ 1.1% |
$50.5K - $60.8K
|
93.7K
$5.92M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
500+ 168.35% |
$24.8K - $29.8K
|
797
$50.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
471New |
$23.4K - $28.1K
|
471
$29.7K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
415+ 1.67% |
$20.6K - $24.8K
|
25.3K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
368+ 3.91% |
$18.2K - $22K
|
9.79K
$617K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
323+ 8.24% |
$16K - $19.3K
|
4.24K
$268K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
262+ 2.56% |
$13K - $15.6K
|
10.5K
$662K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
181+ 3.17% |
$8.98K - $10.8K
|
5.89K
$372K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
180New |
$8.93K - $10.7K
|
180
$11.4K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
155+ 1.86% |
$7.69K - $9.25K
|
8.51K
$537K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
33+ 0.35% |
$1.64K - $1.97K
|
9.43K
$595K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
20New |
$992 - $1.19K
|
20
$1.26K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
11+ 0.06% |
$545 - $657
|
18.3K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10+ 0.23% |
$496 - $597
|
4.28K
$270K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5+ 0.12% |
$248 - $298
|
4.22K
$266K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4+ 0.07% |
$198 - $239
|
6.06K
$383K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.64% |
$198 - $239
|
629
$39.7K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
3+ 0.04% |
$149 - $179
|
8.24K
$520K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.67% |
$49.6 - $59.7
|
151
$9.53K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.45% |
$49.6 - $59.7
|
221
$13.9K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-9- 7.44% |
$446 - $537
|
112
$7.07K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10- 9.09% |
$496 - $597
|
100
$6.31K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-13- 0.06% |
$645 - $776
|
21.1K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15- 8.24% |
$744 - $895
|
167
$10.5K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-171- 4.02% |
$8.48K - $10.2K
|
4.08K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-344- 7.04% |
$17.1K - $20.5K
|
4.54K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-494- 3.41% |
$24.5K - $29.5K
|
14K
$883K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-617- 3.83% |
$30.6K - $36.8K
|
15.5K
$978K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-642- 9.3% |
$31.8K - $38.3K
|
6.26K
$395K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-654- 3.95% |
$32.4K - $39K
|
15.9K
$1M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-739- 1.36% |
$36.6K - $44.1K
|
53.5K
$3.37M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-895- 2.6% |
$44.4K - $53.4K
|
33.6K
$2.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.54K- 2.33% |
$76.5K - $92K
|
64.8K
$4.09M
|