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 |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.3KNew |
$1.32M - $1.46M
|
31.3K
$1.42M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.58K+ 0.79% |
$108K - $120K
|
330K
$15M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.65K+ 10.87% |
$237K - $263K
|
57.6K
$2.61M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.14K+ 243.38% |
$47.8K - $53K
|
1.61K
$72.8K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.6K- 1.85% |
$277K - $307K
|
350K
$15.9M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.9K+ 8.68% |
$624K - $692K
|
186K
$8.43M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-114- 0.03% |
$4.79K - $5.31K
|
417K
$18.9M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-255- 81.73% |
$10.7K - $11.9K
|
57
$2.58K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
362+ 6.17% |
$15.2K - $16.9K
|
6.23K
$282K
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.81K- 16.26% |
$118K - $131K
|
14.5K
$656K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-94.3K- 7.05% |
$3.96M - $4.39M
|
1.24M
$56.3M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-255- 81.73% |
$10.7K - $11.9K
|
57
$2.58K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-48.8K- 53.52% |
$2.05M - $2.27M
|
42.4K
$1.92M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.69K- 40.61% |
$323K - $358K
|
11.2K
$510K
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-5.82K- 1.73% |
$244K - $271K
|
332K
$15M
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12.4K- 98.19% |
$520K - $577K
|
228
$10.3K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.6K- 69.32% |
$571K - $634K
|
6.02K
$273K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.19KNew |
$218K - $242K
|
5.19K
$235K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-129- 1.19% |
$5.42K - $6.01K
|
10.7K
$485K
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
14+ 0.11% |
$588 - $652
|
13.3K
$605K
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-6.26K- 16.09% |
$263K - $291K
|
32.6K
$1.48M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-197- 14.02% |
$8.27K - $9.17K
|
1.21K
$54.7K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-351- 4.33% |
$14.7K - $16.3K
|
7.76K
$352K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.93K- 31.45% |
$165K - $183K
|
8.57K
$388K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.2K+ 15.71% |
$514K - $570K
|
90.2K
$4.09M
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-35.3K- 70.61% |
$1.48M - $1.64M
|
14.7K
$665K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.04K+ 63.58% |
$169K - $188K
|
10.4K
$470K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-940- 4.89% |
$39.5K - $43.8K
|
18.3K
$829K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
49.2KNew |
$2.06M - $2.29M
|
49.2K
$2.23M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-245- 2.24% |
$10.3K - $11.4K
|
10.7K
$484K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-506- 0.75% |
$21.2K - $23.6K
|
66.6K
$3.02M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.93K+ 6.07% |
$80.9K - $89.7K
|
33.7K
$1.53M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
336New |
$14.1K - $15.6K
|
336
$15.2K
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
99+ 3.11% |
$4.16K - $4.61K
|
3.28K
$149K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.61K+ 4.11% |
$109K - $121K
|
66K
$2.99M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.94K+ 51.56% |
$124K - $137K
|
8.65K
$392K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.25K+ 24.04% |
$52.5K - $58.2K
|
6.45K
$292K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.98K- 14.74% |
$167K - $185K
|
23K
$1.04M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
411+ 761.11% |
$17.3K - $19.1K
|
465
$21.1K
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15+ 0.13% |
$630 - $699
|
12K
$544K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-324- 6.06% |
$13.6K - $15.1K
|
5.02K
$227K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
180New |
$7.56K - $8.38K
|
180
$8.16K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.77K+ 4.35% |
$410K - $455K
|
234K
$10.6M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
570+ 4.18% |
$23.9K - $26.5K
|
14.2K
$643K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.5K+ 7.24% |
$945K - $1.05M
|
334K
$15.1M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.96K+ 68.49% |
$82.4K - $91.4K
|
4.83K
$219K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.98K- 99.1% |
$83.2K - $92.3K
|
18
$816
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.85K+ 2.99% |
$77.7K - $86.2K
|
63.8K
$2.89M
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
77+ 0.24% |
$3.23K - $3.59K
|
32.7K
$1.48M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.28K+ 5.98% |
$180K - $199K
|
75.8K
$3.44M
|