Latest Institutional Transactions on Ishares Morningstar Small Cap (ISCG)
This table provides information on the latest institutional transactions involving Ishares Morningstar Small Cap (ISCG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-101- 2.04% |
$3.98K - $5.03K
|
4.84K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.84KNew |
$191K - $241K
|
4.84K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.12K+ 1.28% |
$83.7K - $106K
|
167K
$8.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
293New |
$11.6K - $14.6K
|
293
$14.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.1KNew |
$397K - $501K
|
10.1K
$512K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-4.13K- 45.06% |
$163K - $205K
|
5.03K
$256K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-621- 6.07% |
$24.5K - $30.9K
|
9.62K
$489K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
135New |
$5.32K - $6.72K
|
135
$6.86K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
23.5KNew |
$927K - $1.17M
|
23.5K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.43% |
$39.4 - $49.8
|
234
$11.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.86K- 40.78% |
$113K - $142K
|
4.16K
$211K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
5+ 0.11% |
$197 - $249
|
4.72K
$240K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-165- 4.26% |
$6.51K - $8.21K
|
3.71K
$189K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-180- 0.82% |
$7.1K - $8.96K
|
21.7K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8+ 0.15% |
$316 - $398
|
5.38K
$274K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.8K+ 667.25% |
$1.29M - $1.63M
|
37.7K
$1.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
2.12K+ 1.28% |
$83.7K - $106K
|
167K
$8.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.89KNew |
$232K - $293K
|
5.89K
$299K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.37KNew |
$173K - $218K
|
4.37K
$222K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-982- 11.99% |
$38.7K - $48.9K
|
7.21K
$367K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29- 7.92% |
$1.14K - $1.44K
|
337
$17.1K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1New |
$44.4 - $52.1
|
1
$50.9
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-32.5K- 87.11% |
$1.44M - $1.69M
|
4.8K
$244K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-368- 13.52% |
$16.4K - $19.2K
|
2.35K
$120K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-475- 13.97% |
$21.1K - $24.7K
|
2.92K
$149K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.6K+ 106.76% |
$473K - $554K
|
20.6K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40KNew |
$1.78M - $2.08M
|
40K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41.3K- 10.02% |
$1.84M - $2.15M
|
371K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.1K+ 1.47% |
$227K - $266K
|
353K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-36- 24.32% |
$1.6K - $1.87K
|
112
$5.7K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
5.74KNew |
$255K - $299K
|
5.74K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.83K+ 14.25% |
$126K - $147K
|
22.7K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.14% |
$667 - $781
|
11.1K
$562K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.21K- 4.84% |
$98.3K - $115K
|
43.5K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42+ 0.22% |
$1.87K - $2.19K
|
18.7K
$952K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-5.37K- 26.18% |
$239K - $280K
|
15.1K
$770K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.16K+ 1.48% |
$185K - $216K
|
286K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12K+ 119.76% |
$533K - $624K
|
22K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.3KNew |
$280K - $328K
|
6.3K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.16K- 6.91% |
$185K - $217K
|
56.1K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.5K+ 6.03% |
$1.18M - $1.38M
|
465K
$23.7M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-124- 1.0% |
$5.51K - $6.45K
|
12.3K
$626K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.87K+ 1.73% |
$83.2K - $97.4K
|
110K
$5.6M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.87KNew |
$216K - $253K
|
4.87K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4+ 0.05% |
$178 - $208
|
8.08K
$411K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.1KNew |
$760K - $890K
|
17.1K
$869K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-45- 0.92% |
$2K - $2.34K
|
4.82K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.3K+ 290.45% |
$859K - $1.01M
|
26K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
447+ 23.21% |
$19.9K - $23.3K
|
2.37K
$121K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-8.87K- 25.17% |
$394K - $462K
|
26.4K
$1.34M
|
|