Institutional shares held 7.51 Million
0 calls
0 puts
Total value of holdings $335M
$0 calls
$0 puts
# of Institutions 145


Latest Institutional Activity in ISCG

Top Purchases

Q1 2025
Cwm, LLC Shares Held: 293K ($13.1M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 5.37K ($240K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 4.92K ($219K)
Q1 2025
Iag Wealth Partners, LLC Shares Held: 74.9K ($3.34M)
Q1 2025
Opal Wealth Advisors, LLC Shares Held: 3.15K ($140K)

Top Sells

Q1 2025
Td Private Client Wealth LLC Shares Held: 7.02K ($313K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 23.9K ($1.06M)
Q1 2025
Black Diamond Financial, LLC Shares Held: 143K ($6.39M)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 143 ($6.38K)
Q1 2025
Merit Financial Group, LLC Shares Held: 4.94K ($220K)

About ISCG

Track Institutional and Insider Activities on ISCG

Follow ISHARES MORNINGSTAR SMALL CAP and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells ISCG shares.

Notify only if

Insider Trading

Get notified when an Ishares Morningstar Small Cap insider buys or sells ISCG shares.

Notify only if

News

Receive news related to ISHARES MORNINGSTAR SMALL CAP

Track Activities on ISCG