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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
67+ 2.85% |
$2.64K - $3.33K
|
2.42K
$123K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2K- 13.21% |
$78.9K - $99.5K
|
13.1K
$666K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.3K+ 35.24% |
$90.8K - $114K
|
8.83K
$448K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-99.1K- 28.07% |
$3.91M - $4.93M
|
254K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
100+ 38.31% |
$3.94K - $4.98K
|
361
$18.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
331+ 13.95% |
$13.1K - $16.5K
|
2.7K
$137K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
294+ 0.4% |
$11.6K - $14.6K
|
73.3K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.4K- 51.61% |
$529K - $667K
|
12.6K
$637K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.18K- 1.98% |
$86K - $108K
|
108K
$5.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.3K- 18.92% |
$602K - $760K
|
65.5K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.13K- 16.74% |
$124K - $156K
|
15.6K
$790K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.78K+ 3.67% |
$149K - $188K
|
107K
$5.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
761+ 2.15% |
$30K - $37.9K
|
36.2K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26.6K- 7.17% |
$1.05M - $1.32M
|
345K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.12KNew |
$163K - $205K
|
4.12K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.3K+ 7.32% |
$407K - $514K
|
151K
$7.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-152- 1.88% |
$5.99K - $7.56K
|
7.93K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
430+ 0.37% |
$17K - $21.4K
|
118K
$5.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.1K- 68.26% |
$1.03M - $1.3M
|
12.2K
$617K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
14K+ 4.88% |
$550K - $695K
|
300K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.4K- 53.57% |
$846K - $1.07M
|
18.6K
$942K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2K+ 18.19% |
$403K - $508K
|
66.3K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-126- 0.29% |
$4.97K - $6.27K
|
43.4K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.76KNew |
$69.5K - $87.7K
|
1.76K
$89.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5.59K- 7.46% |
$220K - $278K
|
69.3K
$3.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.02K+ 42.1% |
$79.7K - $101K
|
6.82K
$346K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18+ 0.16% |
$710 - $896
|
11.1K
$561K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.4K+ 5.45% |
$1M - $1.26M
|
491K
$24.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
56New |
$2.21K - $2.79K
|
56
$2.84K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.07K- 3.06% |
$121K - $153K
|
97.4K
$4.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-13- 0.12% |
$513 - $647
|
10.5K
$532K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.9KNew |
$390K - $492K
|
9.9K
$502K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.45K+ 82.1% |
$176K - $222K
|
9.88K
$501K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-308- 41.07% |
$12.1K - $15.3K
|
442
$22.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
324KNew |
$12.8M - $16.1M
|
324K
$16.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
760New |
$30K - $37.8K
|
760
$38.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.83K- 14.81% |
$72K - $90.9K
|
10.5K
$533K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.14K+ 84.34% |
$84.5K - $107K
|
4.68K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.1K+ 9.6% |
$1.5M - $1.9M
|
435K
$22M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-786- 37.84% |
$31K - $39.1K
|
1.29K
$65.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
20New |
$789 - $995
|
20
$1.01K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
68.8K+ 4876.03% |
$2.71M - $3.42M
|
70.2K
$3.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18.3K+ 88.55% |
$720K - $908K
|
38.9K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.99KNew |
$78.3K - $98.8K
|
1.99K
$101K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
889+ 6.45% |
$35.1K - $44.2K
|
14.7K
$744K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.5K- 48.36% |
$413K - $521K
|
11.2K
$567K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.58K+ 33.39% |
$299K - $377K
|
30.3K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.33K+ 14.94% |
$52.6K - $66.3K
|
10.3K
$520K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2KNew |
$79K - $99.7K
|
2K
$102K
|