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 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.22% |
$58.1 - $66
|
83
$4.93K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$58.1 - $66
|
5.51K
$328K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-5- 5.43% |
$291 - $330
|
87
$5.17K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10- 16.67% |
$581 - $660
|
50
$2.97K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-41- 27.33% |
$2.38K - $2.71K
|
109
$6.48K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-83- 0.31% |
$4.82K - $5.48K
|
27K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-135- 1.3% |
$7.84K - $8.91K
|
10.2K
$608K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-222- 1.5% |
$12.9K - $14.7K
|
14.6K
$866K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-225- 1.24% |
$13.1K - $14.9K
|
18K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-300- 2.86% |
$17.4K - $19.8K
|
10.2K
$606K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-490- 7.43% |
$28.5K - $32.3K
|
6.11K
$363K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-491- 8.75% |
$28.5K - $32.4K
|
5.12K
$304K
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-711- 1.54% |
$41.3K - $46.9K
|
45.4K
$2.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1K- 3.06% |
$58.2K - $66.1K
|
31.7K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.44KClosed |
$83.7K - $95K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.63K- 28.0% |
$94.9K - $108K
|
4.2K
$250K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.29K- 19.97% |
$133K - $151K
|
9.17K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.19K- 8.31% |
$185K - $211K
|
35.2K
$2.09M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.6K- 49.58% |
$209K - $237K
|
3.66K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.48K- 43.21% |
$260K - $296K
|
5.89K
$350K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-4.58K- 57.03% |
$266K - $302K
|
3.45K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.86K- 3.26% |
$283K - $321K
|
144K
$8.57M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.91K- 12.74% |
$286K - $324K
|
33.7K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.22K- 5.33% |
$361K - $410K
|
110K
$6.56M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.61K- 16.4% |
$384K - $436K
|
33.7K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.38K- 4.72% |
$429K - $487K
|
149K
$8.85M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.7K- 2.92% |
$677K - $769K
|
388K
$23M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-42.3K- 47.91% |
$2.46M - $2.79M
|
46K
$2.73M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-55K- 90.36% |
$3.2M - $3.63M
|
5.87K
$349K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-71.1K- 96.55% |
$4.13M - $4.69M
|
2.55K
$151K
|