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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.32KNew |
$191K - $212K
|
4.32K
$225K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.99K- 8.2% |
$132K - $147K
|
33.5K
$1.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
40.7K+ 40.03% |
$1.8M - $2M
|
142K
$7.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-75- 3.2% |
$3.32K - $3.68K
|
2.27K
$118K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
12.4KNew |
$551K - $611K
|
12.4K
$647K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
888+ 3.14% |
$39.3K - $43.6K
|
29.2K
$1.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-440- 58.36% |
$19.5K - $21.6K
|
314
$16.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.84K+ 2.2% |
$303K - $336K
|
318K
$16.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-5- 0.1% |
$221 - $245
|
5.01K
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-745- 13.24% |
$33K - $36.6K
|
4.88K
$254K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-41- 0.16% |
$1.81K - $2.01K
|
25K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.43% |
$44.2 - $49.1
|
232
$12.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.93K+ 2.78% |
$85.6K - $94.9K
|
71.5K
$3.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
833+ 0.8% |
$36.9K - $40.9K
|
104K
$5.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
549+ 4.27% |
$24.3K - $26.9K
|
13.4K
$697K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.95K- 6.57% |
$86.4K - $95.8K
|
27.8K
$1.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-13.5K- 69.68% |
$598K - $664K
|
5.89K
$306K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
820+ 14.39% |
$36.3K - $40.2K
|
6.52K
$339K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-412- 98.33% |
$18.2K - $20.2K
|
7
$364
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.3KNew |
$722K - $800K
|
16.3K
$848K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.16% |
$310 - $343
|
4.46K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
112New |
$4.95K - $5.5K
|
112
$5.82K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.36KNew |
$193K - $214K
|
4.36K
$227K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3+ 0.06% |
$133 - $147
|
5.33K
$277K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.37K+ 6.91% |
$60.4K - $67K
|
21.1K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.84K- 9.87% |
$126K - $139K
|
25.9K
$1.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-855- 5.56% |
$37.8K - $42K
|
14.5K
$756K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.41K+ 20.27% |
$195K - $217K
|
26.2K
$1.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.69K- 5.19% |
$74.8K - $82.9K
|
30.9K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.52K- 10.38% |
$333K - $369K
|
64.9K
$3.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
464+ 1.22% |
$20.5K - $22.8K
|
38.5K
$2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.27K+ 1.67% |
$56.2K - $62.3K
|
77.3K
$4.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9.26KNew |
$410K - $454K
|
9.26K
$482K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-850- 5.47% |
$37.6K - $41.7K
|
14.7K
$765K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.4K- 25.22% |
$195K - $216K
|
13.1K
$679K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-83- 17.08% |
$3.67K - $4.07K
|
403
$21K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.1% |
$177 - $196
|
3.9K
$203K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.79% |
$44.2 - $49.1
|
127
$6.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.93K- 13.75% |
$85.3K - $94.6K
|
12.1K
$629K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-115- 1.14% |
$5.09K - $5.64K
|
9.99K
$520K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
22.2K+ 15.36% |
$980K - $1.09M
|
166K
$8.66M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
7.98K+ 5.05% |
$353K - $391K
|
166K
$8.62M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-43- 0.32% |
$1.9K - $2.11K
|
13.3K
$693K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
955+ 12.4% |
$42.2K - $46.9K
|
8.66K
$450K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.3K+ 234.22% |
$1.13M - $1.22M
|
37.6K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.22KNew |
$223K - $242K
|
5.22K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
10.1KNew |
$432K - $470K
|
10.1K
$526K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
402+ 60.91% |
$17.2K - $18.7K
|
1.06K
$55.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
34+ 1.04% |
$1.45K - $1.58K
|
3.31K
$172K
|
|