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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
25New |
$1.21K - $1.35K
|
25
$1.13K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
205+ 4.69% |
$9.89K - $11.1K
|
4.58K
$208K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
50New |
$2.41K - $2.7K
|
50
$2.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-23- 8.1% |
$1.11K - $1.24K
|
261
$11.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.81KNew |
$232K - $260K
|
4.81K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
364+ 0.54% |
$17.6K - $19.7K
|
67.9K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
450New |
$21.7K - $24.3K
|
450
$20.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25K+ 6.44% |
$1.2M - $1.35M
|
413K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.17K- 48.14% |
$298K - $334K
|
6.65K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.2K- 58.27% |
$781K - $875K
|
11.6K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11KNew |
$532K - $597K
|
11K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.97K- 9.8% |
$239K - $268K
|
45.7K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-878- 8.09% |
$42.3K - $47.4K
|
9.97K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11KNew |
$529K - $593K
|
11K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-37.5K- 11.76% |
$1.81M - $2.03M
|
282K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.37K+ 2.77% |
$452K - $506K
|
348K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
335+ 6.3% |
$16.2K - $18.1K
|
5.65K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.08K- 17.19% |
$100K - $112K
|
10K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.7K+ 22.25% |
$950K - $1.06M
|
108K
$4.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.25KNew |
$205K - $230K
|
4.25K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
120New |
$5.79K - $6.48K
|
120
$5.44K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-416- 3.17% |
$20.1K - $22.5K
|
12.7K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.1K+ 145.96% |
$534K - $599K
|
18.7K
$847K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-677- 0.82% |
$32.6K - $36.6K
|
81.5K
$3.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
310+ 0.52% |
$14.9K - $16.7K
|
60.3K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-146- 0.88% |
$7.04K - $7.89K
|
16.5K
$748K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-43- 0.79% |
$2.07K - $2.32K
|
5.42K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.08K+ 10.97% |
$148K - $166K
|
31.1K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.95K+ 0.27% |
$142K - $159K
|
1.09M
$49.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
51+ 0.93% |
$2.46K - $2.76K
|
5.53K
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
588+ 10.52% |
$28.4K - $31.8K
|
6.18K
$280K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
985New |
$47.5K - $53.2K
|
985
$44.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.21K- 1.91% |
$155K - $173K
|
165K
$7.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-273- 0.82% |
$13.2K - $14.8K
|
33.2K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.38K+ 7.46% |
$66.5K - $74.6K
|
19.9K
$901K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.91K+ 13.08% |
$92.1K - $103K
|
16.5K
$749K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
750New |
$36.2K - $40.5K
|
750
$34K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.8K+ 3.73% |
$761K - $853K
|
439K
$19.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.2K+ 9.64% |
$1.65M - $1.85M
|
389K
$17.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
21.3K+ 24.78% |
$1.02M - $1.15M
|
107K
$4.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-150- 0.21% |
$7.23K - $8.1K
|
71.4K
$3.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
832+ 1.08% |
$40.1K - $45K
|
78.1K
$3.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
28+ 0.36% |
$1.35K - $1.51K
|
7.85K
$356K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.43% |
$48.2 - $54
|
233
$10.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
863+ 11.96% |
$41.6K - $46.6K
|
8.08K
$366K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
6.41KNew |
$309K - $346K
|
6.41K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
915+ 40.31% |
$44.1K - $49.4K
|
3.19K
$144K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.14K- 39.58% |
$393K - $440K
|
12.4K
$564K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
20.9K+ 355.96% |
$1.01M - $1.13M
|
26.8K
$1.22M
|