Purchases and Sales Made in Q4 2024 in Ishares Morningstar Small Cap (ISCV)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
73.7KNew |
$4.58M - $5.12M
|
73.7K
$4.83M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.29KNew |
$267K - $298K
|
4.29K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.32KNew |
$206K - $230K
|
3.32K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2.12K+ 26.21% |
$132K - $147K
|
10.2K
$668K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.32K+ 9.82% |
$82.2K - $91.9K
|
14.8K
$969K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
424+ 1.31% |
$26.4K - $29.5K
|
32.7K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
227+ 1.68% |
$14.1K - $15.8K
|
13.7K
$898K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
59New |
$3.67K - $4.1K
|
59
$3.87K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
59+ 0.12% |
$3.67K - $4.1K
|
49.9K
$3.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
49+ 0.88% |
$3.05K - $3.41K
|
5.59K
$366K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24+ 12.24% |
$1.49K - $1.67K
|
220
$14.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.62% |
$249 - $278
|
654
$42.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-10- 0.02% |
$622 - $695
|
46.1K
$3.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-40- 0.38% |
$2.49K - $2.78K
|
10.4K
$679K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-212- 0.11% |
$13.2K - $14.7K
|
186K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-644- 20.07% |
$40.1K - $44.8K
|
2.57K
$168K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.71K- 13.02% |
$107K - $119K
|
11.5K
$751K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-3.18K- 1.2% |
$198K - $221K
|
261K
$17.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.74K- 99.92% |
$295K - $330K
|
4
$262
|