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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15- 20.0% |
$933 - $1.04K
|
60
$3.56K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-40- 0.38% |
$2.49K - $2.78K
|
10.4K
$616K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-41- 0.94% |
$2.55K - $2.85K
|
4.34K
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-90- 2.63% |
$5.6K - $6.26K
|
3.33K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-114- 7.34% |
$7.09K - $7.92K
|
1.44K
$85.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-143- 2.39% |
$8.9K - $9.94K
|
5.83K
$347K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-163- 2.77% |
$10.1K - $11.3K
|
5.73K
$340K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200- 7.41% |
$12.4K - $13.9K
|
2.5K
$149K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-212- 0.11% |
$13.2K - $14.7K
|
186K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-212- 0.11% |
$13.2K - $14.7K
|
186K
$11.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-463- 4.22% |
$28.8K - $32.2K
|
10.5K
$624K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-644- 20.07% |
$40.1K - $44.8K
|
2.57K
$152K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-731- 7.72% |
$45.5K - $50.8K
|
8.74K
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-959- 2.01% |
$59.7K - $66.7K
|
46.7K
$2.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.71K- 13.02% |
$107K - $119K
|
11.5K
$680K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-3.18K- 1.2% |
$198K - $221K
|
261K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.34K- 26.62% |
$270K - $302K
|
12K
$711K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.74K- 99.92% |
$295K - $330K
|
4
$238
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.55K- 34.87% |
$346K - $386K
|
10.4K
$616K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.03K- 8.97% |
$562K - $628K
|
91.7K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.66K- 7.65% |
$601K - $671K
|
117K
$6.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-11.7K- 62.04% |
$728K - $813K
|
7.16K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.3K- 33.02% |
$830K - $927K
|
27.1K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-16.5K- 23.35% |
$1.02M - $1.14M
|
54.1K
$3.21M
|