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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-708- 9.02% |
$31.5K - $36.9K
|
7.14K
$367K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-184- 1.59% |
$8.18K - $9.58K
|
11.4K
$587K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
982New |
$43.6K - $51.1K
|
982
$50.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
254+ 4.97% |
$11.3K - $13.2K
|
5.37K
$276K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.15KNew |
$140K - $164K
|
3.15K
$162K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.54K+ 4.96% |
$157K - $184K
|
74.9K
$3.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.87K+ 1.75% |
$83.3K - $97.5K
|
109K
$5.6M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-110- 0.88% |
$4.89K - $5.73K
|
12.3K
$634K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-3.16K- 95.67% |
$140K - $164K
|
143
$7.35K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.82K- 3.8% |
$184K - $206K
|
96.7K
$4.97M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
25New |
$1.21K - $1.35K
|
25
$1.29K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
205+ 4.69% |
$9.89K - $11.1K
|
4.58K
$235K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
50New |
$2.41K - $2.7K
|
50
$2.57K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-23- 8.1% |
$1.11K - $1.24K
|
261
$13.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
450New |
$21.7K - $24.3K
|
450
$23.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.81KNew |
$232K - $260K
|
4.81K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
335+ 6.3% |
$16.2K - $18.1K
|
5.65K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.25KNew |
$205K - $230K
|
4.25K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
750New |
$36.2K - $40.5K
|
750
$38.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.42KNew |
$68.3K - $76.5K
|
1.42K
$72.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.35% |
$96.4 - $108
|
569
$29.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
7.19KNew |
$347K - $389K
|
7.19K
$370K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.0% |
$48.2 - $54
|
32.2K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-724- 5.54% |
$34.9K - $39.1K
|
12.3K
$634K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 0.38% |
$820 - $919
|
4.48K
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.41K+ 36.9% |
$116K - $130K
|
8.92K
$459K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.33K- 51.06% |
$402K - $450K
|
7.98K
$410K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.75KNew |
$229K - $257K
|
4.75K
$244K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-6.59K- 9.69% |
$292K - $323K
|
61.4K
$3.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.34K+ 162.68% |
$369K - $409K
|
13.5K
$692K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
388+ 10.26% |
$17.2K - $19K
|
4.17K
$214K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.32KNew |
$191K - $212K
|
4.32K
$222K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-745- 13.24% |
$33K - $36.6K
|
4.88K
$251K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-41- 0.16% |
$1.81K - $2.01K
|
25K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
112New |
$4.95K - $5.5K
|
112
$5.76K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.52K- 10.38% |
$333K - $369K
|
64.9K
$3.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
464+ 1.22% |
$20.5K - $22.8K
|
38.5K
$1.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.79% |
$44.2 - $49.1
|
127
$6.53K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.22KNew |
$223K - $242K
|
5.22K
$268K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
10.1KNew |
$432K - $470K
|
10.1K
$520K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
402+ 60.91% |
$17.2K - $18.7K
|
1.06K
$54.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
424+ 38.83% |
$18.1K - $19.7K
|
1.52K
$77.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.92KNew |
$125K - $136K
|
2.92K
$150K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
14+ 0.1% |
$599 - $650
|
13.4K
$687K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
98New |
$4.19K - $4.55K
|
98
$5.04K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12.4K- 98.19% |
$520K - $577K
|
228
$11.7K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-255- 81.73% |
$10.7K - $11.9K
|
57
$2.93K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-255- 81.73% |
$10.7K - $11.9K
|
57
$2.93K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.04K+ 63.58% |
$169K - $188K
|
10.4K
$534K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-35.3K- 70.61% |
$1.48M - $1.64M
|
14.7K
$754K
|
|