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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.37KNew |
$193K - $215K
|
4.37K
$227K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
309+ 2.16% |
$13.7K - $15.2K
|
14.6K
$759K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-11K- 29.02% |
$488K - $541K
|
27K
$1.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.5K- 10.37% |
$420K - $466K
|
82.2K
$4.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.08K+ 103.86% |
$47.6K - $52.8K
|
2.11K
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.5KNew |
$818K - $907K
|
18.5K
$961K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-267- 0.6% |
$11.8K - $13.1K
|
44.1K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
102+ 118.6% |
$4.51K - $5.01K
|
188
$9.78K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-12.1K- 15.23% |
$537K - $596K
|
67.6K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
140+ 0.44% |
$6.19K - $6.87K
|
32.2K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-68- 19.32% |
$3.01K - $3.34K
|
284
$14.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.07K- 32.95% |
$91.6K - $102K
|
4.22K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.13K- 29.22% |
$139K - $154K
|
7.59K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
461+ 8.99% |
$20.4K - $22.6K
|
5.59K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-64.3K- 42.08% |
$2.85M - $3.16M
|
88.6K
$4.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-710- 11.79% |
$31.4K - $34.8K
|
5.31K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.91K+ 1.89% |
$261K - $290K
|
319K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.06K+ 168.89% |
$356K - $395K
|
12.8K
$667K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.59K+ 7.62% |
$159K - $176K
|
50.7K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
83K+ 32.47% |
$3.67M - $4.07M
|
339K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-660K- 62.98% |
$29.2M - $32.4M
|
388K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-19- 0.56% |
$841 - $932
|
3.4K
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.64K- 28.53% |
$294K - $326K
|
16.6K
$865K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
870+ 13.71% |
$38.5K - $42.7K
|
7.22K
$375K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.3K- 4.7% |
$367K - $407K
|
168K
$8.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.33K+ 2.18% |
$58.9K - $65.3K
|
62.5K
$3.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
755+ 7.16% |
$33.4K - $37K
|
11.3K
$588K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.62K+ 2.77% |
$71.4K - $79.2K
|
60K
$3.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
382+ 25.59% |
$16.9K - $18.7K
|
1.88K
$97.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.6K+ 7.56% |
$1.18M - $1.3M
|
378K
$19.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.77K+ 15.51% |
$167K - $185K
|
28.1K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
915+ 7.48% |
$40.5K - $44.9K
|
13.1K
$683K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
341+ 6.64% |
$15.1K - $16.7K
|
5.48K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-213- 4.24% |
$9.42K - $10.5K
|
4.81K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.34K+ 162.68% |
$369K - $409K
|
13.5K
$700K
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-6.59K- 9.69% |
$292K - $323K
|
61.4K
$3.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.36K+ 3.52% |
$104K - $116K
|
69.3K
$3.6M
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4.28K+ 5.83% |
$190K - $210K
|
77.7K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.66K+ 0.87% |
$162K - $180K
|
423K
$22M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-226- 3.97% |
$10K - $11.1K
|
5.46K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.34K+ 79.2% |
$59.3K - $65.8K
|
3.03K
$158K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.15K- 28.38% |
$361K - $400K
|
20.6K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
388+ 10.26% |
$17.2K - $19K
|
4.17K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
4.03K+ 16.0% |
$178K - $198K
|
29.2K
$1.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
672K+ 162.69% |
$29.7M - $33M
|
1.08M
$56.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-987- 7.18% |
$43.7K - $48.4K
|
12.8K
$664K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31K+ 9.58% |
$1.37M - $1.52M
|
355K
$18.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
22.2K+ 15.36% |
$980K - $1.09M
|
166K
$8.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-583- 2.6% |
$25.8K - $28.6K
|
21.8K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
556+ 5.4% |
$24.6K - $27.3K
|
10.8K
$564K
|