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 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
447+ 23.21% |
$19.9K - $23.3K
|
2.37K
$122K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-8.87K- 25.17% |
$394K - $462K
|
26.4K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 8.26% |
$46.7K - $54.7K
|
13.8K
$708K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.3K+ 249.15% |
$1.21M - $1.42M
|
38.3K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-741- 0.91% |
$32.9K - $38.6K
|
80.7K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5+ 0.09% |
$222 - $260
|
5.42K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
860+ 20.4% |
$38.2K - $44.8K
|
5.08K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.1K- 14.59% |
$1.07M - $1.25M
|
141K
$7.25M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.08KNew |
$92.3K - $108K
|
2.08K
$107K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
352+ 5.7% |
$15.6K - $18.3K
|
6.53K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
292+ 12.98% |
$13K - $15.2K
|
2.54K
$131K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.26K+ 1.09% |
$56K - $65.6K
|
117K
$6.03M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
35.1K+ 51.62% |
$1.56M - $1.83M
|
103K
$5.3M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-800- 7.08% |
$35.6K - $41.6K
|
10.5K
$540K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.6K- 21.83% |
$160K - $187K
|
12.9K
$663K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-328- 5.93% |
$14.6K - $17.1K
|
5.2K
$267K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-44- 36.67% |
$1.96K - $2.29K
|
76
$3.91K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.6K- 2.35% |
$1.14M - $1.33M
|
1.06M
$54.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41+ 0.09% |
$1.82K - $2.13K
|
44.5K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
6.52K+ 21.76% |
$290K - $339K
|
36.5K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-259- 7.82% |
$11.5K - $13.5K
|
3.05K
$157K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-599- 8.28% |
$26.6K - $31.2K
|
6.64K
$341K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.56K+ 7.11% |
$247K - $289K
|
83.7K
$4.3M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-724- 11.62% |
$32.2K - $37.7K
|
5.5K
$283K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.44K- 1.93% |
$63.8K - $74.7K
|
73K
$3.75M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
592+ 18.59% |
$26.3K - $30.8K
|
3.78K
$194K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.03K- 4.86% |
$45.9K - $53.8K
|
20.2K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.87K+ 2.02% |
$350K - $410K
|
397K
$20.4M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
13.7K+ 13.15% |
$611K - $715K
|
118K
$6.08M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
5.73K+ 7.07% |
$254K - $298K
|
86.7K
$4.46M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.46K+ 1.13% |
$198K - $232K
|
399K
$20.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
356+ 1.14% |
$15.8K - $18.5K
|
31.5K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.7K+ 1.32% |
$164K - $193K
|
283K
$14.6M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-27- 6.24% |
$1.2K - $1.41K
|
406
$20.9K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-11- 0.05% |
$489 - $573
|
21.6K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.08K- 16.83% |
$47.9K - $56.1K
|
5.33K
$274K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
130K+ 79.5% |
$5.76M - $6.75M
|
293K
$15M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.07K- 4.26% |
$92K - $108K
|
46.5K
$2.39M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
3.09K+ 20.59% |
$137K - $161K
|
18.1K
$930K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-6.91K- 4.6% |
$307K - $359K
|
143K
$7.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.34K- 28.12% |
$415K - $486K
|
23.9K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
670+ 34.36% |
$29.8K - $34.9K
|
2.62K
$135K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
78+ 7.92% |
$3.47K - $4.06K
|
1.06K
$54.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-182- 1.26% |
$8.09K - $9.47K
|
14.2K
$731K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
886New |
$39.4K - $46.1K
|
886
$45.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-792- 2.95% |
$35.2K - $41.2K
|
26K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
338+ 1.16% |
$15K - $17.6K
|
29.5K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
390+ 1.26% |
$17.3K - $20.3K
|
31.3K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
3.04K+ 11.4% |
$135K - $158K
|
29.7K
$1.53M
|