Purchases and Sales Made in Q3 2024 in Ishares Morningstar Small Cap (ISCV)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
34.5KNew |
$1.97M - $2.21M
|
34.5K
$2.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.3K+ 125.03% |
$1.27M - $1.43M
|
40.1K
$2.53M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.3K+ 125.03% |
$1.27M - $1.43M
|
40.1K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.9KNew |
$1.08M - $1.21M
|
18.9K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.6K+ 69.58% |
$949K - $1.06M
|
40.4K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
8.07KNew |
$462K - $518K
|
8.07K
$509K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.7K+ 4.44% |
$212K - $237K
|
86.9K
$5.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
3.41KNew |
$195K - $219K
|
3.41K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.23KNew |
$185K - $207K
|
3.23K
$204K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.84K+ 42.86% |
$163K - $182K
|
9.47K
$597K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.89K+ 4.8% |
$108K - $121K
|
41.2K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.49K+ 4.1% |
$85.3K - $95.5K
|
37.8K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.45K+ 1.16% |
$83K - $93K
|
126K
$7.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44KNew |
$82.5K - $92.3K
|
1.44K
$90.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.36K+ 1.64% |
$78.1K - $87.5K
|
84.4K
$5.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.1K+ 43.14% |
$63K - $70.5K
|
3.65K
$230K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
922+ 0.35% |
$52.8K - $59.1K
|
264K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
804+ 11.76% |
$46K - $51.6K
|
7.64K
$482K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
781+ 1.97% |
$44.7K - $50.1K
|
40.3K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
773+ 0.98% |
$44.3K - $49.6K
|
79.9K
$5.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
651+ 2.06% |
$37.3K - $41.7K
|
32.3K
$2.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
564+ 21.32% |
$32.3K - $36.2K
|
3.21K
$202K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
513+ 13.58% |
$29.4K - $32.9K
|
4.29K
$271K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
335+ 5.16% |
$19.2K - $21.5K
|
6.83K
$431K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
316+ 20.4% |
$18.1K - $20.3K
|
1.87K
$118K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
196New |
$11.2K - $12.6K
|
196
$12.4K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
184+ 1.09% |
$10.5K - $11.8K
|
17.1K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
183+ 5.92% |
$10.5K - $11.7K
|
3.28K
$207K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
134+ 1.0% |
$7.67K - $8.59K
|
13.5K
$850K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35+ 83.33% |
$2K - $2.24K
|
77
$4.86K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
34+ 0.93% |
$1.95K - $2.18K
|
3.7K
$233K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27New |
$1.55K - $1.73K
|
27
$1.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.62% |
$229 - $256
|
650
$41K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 0.05% |
$115 - $128
|
4.11K
$259K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.3% |
$57.3 - $64.1
|
78
$4.92K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.89% |
$57.3 - $64.1
|
54
$3.41K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1- 0.02% |
$57.3 - $64.1
|
6.15K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5- 6.25% |
$286 - $321
|
75
$4.73K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-5- 0.03% |
$286 - $321
|
17.3K
$1.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-8- 0.14% |
$458 - $513
|
5.67K
$358K
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-10- 0.02% |
$573 - $641
|
46.1K
$2.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-23- 0.39% |
$1.32K - $1.47K
|
5.89K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-34- 0.61% |
$1.95K - $2.18K
|
5.51K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-57- 0.35% |
$3.26K - $3.65K
|
16.3K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-65- 0.05% |
$3.72K - $4.17K
|
141K
$8.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-76- 0.73% |
$4.35K - $4.87K
|
10.4K
$656K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-78- 3.83% |
$4.47K - $5K
|
1.96K
$123K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-88- 0.55% |
$5.04K - $5.64K
|
15.9K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-91- 1.88% |
$5.21K - $5.83K
|
4.75K
$300K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-108- 0.96% |
$6.18K - $6.92K
|
11.2K
$706K
|