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 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
50+ 0.64% |
$2.14K - $2.32K
|
7.82K
$406K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
424+ 38.83% |
$18.1K - $19.7K
|
1.52K
$78.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.92KNew |
$125K - $136K
|
2.92K
$152K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
14+ 0.1% |
$599 - $650
|
13.4K
$695K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
98New |
$4.19K - $4.55K
|
98
$5.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.03% |
$42.8 - $46.5
|
3.33K
$173K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-584- 1.19% |
$25K - $27.1K
|
48.6K
$2.53M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.53K+ 9.89% |
$279K - $303K
|
72.5K
$3.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.15KNew |
$135K - $146K
|
3.15K
$164K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-577- 11.56% |
$24.7K - $26.8K
|
4.42K
$230K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-255- 81.73% |
$10.7K - $11.9K
|
57
$2.96K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-255- 81.73% |
$10.7K - $11.9K
|
57
$2.96K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12.4K- 98.19% |
$520K - $577K
|
228
$11.9K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.19KNew |
$218K - $242K
|
5.19K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.04K+ 63.58% |
$169K - $188K
|
10.4K
$540K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-940- 4.89% |
$39.5K - $43.8K
|
18.3K
$952K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-35.3K- 70.61% |
$1.48M - $1.64M
|
14.7K
$763K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
336New |
$14.1K - $15.6K
|
336
$17.5K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
180New |
$7.56K - $8.38K
|
180
$9.36K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
450+ 9.38% |
$18.9K - $21K
|
5.25K
$273K
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
15KNew |
$630K - $699K
|
15K
$781K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
200New |
$8.4K - $9.31K
|
200
$10.4K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
48New |
$2.02K - $2.24K
|
48
$2.5K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.11KNew |
$46.6K - $51.7K
|
1.11K
$57.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.13K- 36.69% |
$47.4K - $52.6K
|
1.95K
$101K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-443- 9.09% |
$18.6K - $20.6K
|
4.43K
$230K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-225- 3.44% |
$7.97K - $10.1K
|
6.31K
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.38KNew |
$84.2K - $106K
|
2.38K
$124K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-90- 9.0% |
$3.19K - $4.02K
|
910
$47.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
12.8KNew |
$453K - $571K
|
12.8K
$665K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
76New |
$2.69K - $3.4K
|
76
$3.95K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.64% |
$106 - $134
|
475
$24.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
30New |
$1.06K - $1.34K
|
30
$1.56K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-567- 10.67% |
$20.1K - $25.3K
|
4.75K
$247K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
150New |
$5.31K - $6.7K
|
150
$7.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-98- 76.56% |
$3.47K - $4.38K
|
30
$1.56K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
32.9KNew |
$1.17M - $1.47M
|
32.9K
$1.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
30.8KNew |
$1.09M - $1.38M
|
30.8K
$1.6M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
188New |
$7.17K - $8.15K
|
188
$9.78K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.2KNew |
$541K - $615K
|
14.2K
$738K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
300New |
$11.4K - $13K
|
300
$15.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.24K- 16.31% |
$353K - $400K
|
47.4K
$2.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-296Closed |
$11.3K - $12.8K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-229- 15.41% |
$8.74K - $9.92K
|
1.26K
$65.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-30- 2.16% |
$1.14K - $1.3K
|
1.36K
$70.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2- 15.38% |
$76.3 - $86.7
|
11
$572
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$3.82K - $4.33K
|
100
$5.2K
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
200New |
$7.52K - $8.28K
|
200
$10.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
390New |
$14.7K - $16.1K
|
390
$20.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.29% |
$37.6 - $41.4
|
347
$18K
|
|