Purchases and Sales Made in Q1 2024 in Ishares Morningstar Small Cap (ISCV)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-106- 1.63% |
$5.92K - $6.49K
|
6.39K
$416K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-156- 1.26% |
$8.71K - $9.55K
|
12.2K
$798K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-160- 0.45% |
$8.93K - $9.79K
|
35.3K
$2.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-182- 1.35% |
$10.2K - $11.1K
|
13.3K
$869K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-242- 11.93% |
$13.5K - $14.8K
|
1.79K
$116K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-256- 1.63% |
$14.3K - $15.7K
|
15.4K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-292- 5.95% |
$16.3K - $17.9K
|
4.62K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-318- 1.95% |
$17.8K - $19.5K
|
16K
$1.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-373- 4.23% |
$20.8K - $22.8K
|
8.44K
$550K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-396- 34.29% |
$22.1K - $24.2K
|
759
$49.4K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-404- 9.95% |
$22.6K - $24.7K
|
3.66K
$238K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-415- 2.79% |
$23.2K - $25.4K
|
14.5K
$943K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-944- 5.44% |
$52.7K - $57.8K
|
16.4K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.07K- 2.85% |
$60K - $65.7K
|
36.6K
$2.38M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.32K- 21.92% |
$73.8K - $80.8K
|
4.71K
$306K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.39K- 4.0% |
$77.4K - $84.8K
|
33.2K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.61K- 8.17% |
$90.1K - $98.8K
|
18.2K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.33K- 2.0% |
$130K - $143K
|
115K
$7.46M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.53K- 2.78% |
$141K - $155K
|
88.6K
$5.77M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.93K- 13.03% |
$164K - $180K
|
19.6K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.15K- 3.24% |
$176K - $193K
|
94.1K
$6.13M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-3.44K- 1.77% |
$192K - $211K
|
191K
$12.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-3.84K- 1.97% |
$215K - $235K
|
192K
$12.5M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.57K- 76.04% |
$367K - $402K
|
2.07K
$135K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.03K- 12.74% |
$504K - $553K
|
61.9K
$4.03M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.7K- 12.36% |
$655K - $718K
|
83.1K
$5.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.1K- 9.25% |
$677K - $742K
|
119K
$7.75M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.5K- 28.15% |
$865K - $948K
|
39.5K
$2.57M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.5K- 4.66% |
$1.2M - $1.31M
|
439K
$28.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.5K- 4.66% |
$1.2M - $1.31M
|
439K
$28.6M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-38K- 94.84% |
$2.12M - $2.33M
|
2.07K
$135K
|