Purchases and Sales Made in Q1 2025 in Ishares Morningstar Small Cap (ISCV)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV) during Q1 2025. 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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
56K+ 1141.89% |
$3.25M - $3.69M
|
60.9K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.8KNew |
$1.44M - $1.64M
|
24.8K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.2K+ 12.91% |
$999K - $1.14M
|
150K
$8.94M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.2K+ 18.74% |
$998K - $1.13M
|
109K
$6.47M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.2K+ 33.28% |
$827K - $939K
|
57K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.4KNew |
$605K - $687K
|
10.4K
$618K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
6.64KNew |
$386K - $439K
|
6.64K
$395K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.14K+ 6.89% |
$357K - $405K
|
95.3K
$5.66M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
5.61K+ 5500.98% |
$326K - $370K
|
5.71K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
5.17K+ 1.98% |
$300K - $341K
|
266K
$15.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.12K+ 12.32% |
$298K - $338K
|
46.7K
$2.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.72K+ 118025.0% |
$274K - $312K
|
4.73K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.47KNew |
$260K - $295K
|
4.47K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.4K+ 38.48% |
$256K - $291K
|
15.8K
$941K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
4.16KNew |
$241K - $274K
|
4.16K
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.05KNew |
$235K - $267K
|
4.05K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.77KNew |
$219K - $249K
|
3.77K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.67KNew |
$213K - $242K
|
3.67K
$218K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.6K+ 98.33% |
$209K - $237K
|
7.26K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.46KNew |
$201K - $228K
|
3.46K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.61K+ 70.63% |
$151K - $172K
|
6.3K
$374K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.6K+ 58.38% |
$151K - $172K
|
7.05K
$419K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.34K+ 7.78% |
$78K - $88.6K
|
18.6K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 3.21% |
$69.8K - $79.3K
|
38.6K
$2.29M
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1KNew |
$58.1K - $66K
|
1K
$59.4K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
892+ 26.9% |
$51.8K - $58.9K
|
4.21K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
859+ 2.04% |
$49.9K - $56.7K
|
43K
$2.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
735+ 2.15% |
$42.7K - $48.5K
|
34.9K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
671+ 7.68% |
$39K - $44.3K
|
9.41K
$559K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
607+ 275.91% |
$35.3K - $40.1K
|
827
$49.1K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
525+ 27.7% |
$30.5K - $34.7K
|
2.42K
$144K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
519New |
$30.2K - $34.3K
|
519
$30.8K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
480New |
$27.9K - $31.7K
|
480
$28.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
467+ 0.86% |
$27.1K - $30.8K
|
54.5K
$3.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
412+ 4.04% |
$23.9K - $27.2K
|
10.6K
$630K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
247+ 6.68% |
$14.4K - $16.3K
|
3.94K
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
230+ 0.12% |
$13.4K - $15.2K
|
186K
$11.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
230+ 0.12% |
$13.4K - $15.2K
|
186K
$11.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
213+ 0.33% |
$12.4K - $14.1K
|
64.4K
$3.83M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
90+ 1.06% |
$5.23K - $5.94K
|
8.58K
$510K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
83+ 0.85% |
$4.82K - $5.48K
|
9.85K
$585K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
52+ 0.38% |
$3.02K - $3.43K
|
13.8K
$817K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
43+ 0.09% |
$2.5K - $2.84K
|
49.9K
$2.96M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
36+ 0.08% |
$2.09K - $2.38K
|
46.7K
$2.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
31+ 0.91% |
$1.8K - $2.05K
|
3.44K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 0.43% |
$1.39K - $1.58K
|
5.61K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.46% |
$174 - $198
|
657
$39K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 0.05% |
$116 - $132
|
4.11K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.02% |
$116 - $132
|
12K
$712K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1+ 0.02% |
$58.1 - $66
|
5.67K
$337K
|