Latest Institutional Purchases of Ishares Morningstar Small Cap (ISCG)
This list provides information on the latest institutional transactions involving Ishares Morningstar Small Cap (ISCG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.8K+ 667.25% |
$1.29M - $1.63M
|
37.7K
$1.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
23.5KNew |
$927K - $1.17M
|
23.5K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.1KNew |
$397K - $501K
|
10.1K
$518K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.89KNew |
$232K - $293K
|
5.89K
$303K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.84KNew |
$191K - $241K
|
4.84K
$249K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.37KNew |
$173K - $218K
|
4.37K
$225K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.12K+ 1.28% |
$83.7K - $106K
|
167K
$8.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
2.12K+ 1.28% |
$83.7K - $106K
|
167K
$8.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
293New |
$11.6K - $14.6K
|
293
$15.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
135New |
$5.32K - $6.72K
|
135
$6.94K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8+ 0.15% |
$316 - $398
|
5.38K
$277K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
5+ 0.11% |
$197 - $249
|
4.72K
$243K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.43% |
$39.4 - $49.8
|
234
$12K
|
|
| Q1 2025 | |||||||
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
130K+ 79.5% |
$5.76M - $6.75M
|
293K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40KNew |
$1.78M - $2.08M
|
40K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
35.1K+ 51.62% |
$1.56M - $1.83M
|
103K
$5.3M
|
|
|
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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.5K+ 6.03% |
$1.18M - $1.38M
|
465K
$23.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.3K+ 290.45% |
$859K - $1.01M
|
26K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.1KNew |
$760K - $890K
|
17.1K
$879K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
13.7K+ 13.15% |
$611K - $715K
|
118K
$6.08M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12K+ 119.76% |
$533K - $624K
|
22K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.6K+ 106.76% |
$473K - $554K
|
20.6K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.87K+ 2.02% |
$350K - $410K
|
397K
$20.4M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
6.52K+ 21.76% |
$290K - $339K
|
36.5K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.3KNew |
$280K - $328K
|
6.3K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
5.74KNew |
$255K - $299K
|
5.74K
$295K
|
|
|
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 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.56K+ 7.11% |
$247K - $289K
|
83.7K
$4.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.1K+ 1.47% |
$227K - $266K
|
353K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.87KNew |
$216K - $253K
|
4.87K
$250K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.46K+ 1.13% |
$198K - $232K
|
399K
$20.5M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.16K+ 1.48% |
$185K - $216K
|
286K
$14.7M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.7K+ 1.32% |
$164K - $193K
|
283K
$14.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.54K+ 4.96% |
$157K - $184K
|
74.9K
$3.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.15KNew |
$140K - $164K
|
3.15K
$162K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
3.09K+ 20.59% |
$137K - $161K
|
18.1K
$930K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
3.04K+ 11.4% |
$135K - $158K
|
29.7K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.83K+ 14.25% |
$126K - $147K
|
22.7K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.08KNew |
$92.3K - $108K
|
2.08K
$107K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.87K+ 1.75% |
$83.3K - $97.5K
|
109K
$5.6M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.87K+ 1.73% |
$83.2K - $97.4K
|
110K
$5.66M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.26K+ 1.09% |
$56K - $65.6K
|
117K
$6.03M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 8.26% |
$46.7K - $54.7K
|
13.8K
$708K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
982New |
$43.6K - $51.1K
|
982
$50.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
886New |
$39.4K - $46.1K
|
886
$45.5K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
860+ 20.4% |
$38.2K - $44.8K
|
5.08K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
670+ 34.36% |
$29.8K - $34.9K
|
2.62K
$135K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
592+ 18.59% |
$26.3K - $30.8K
|
3.78K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
447+ 23.21% |
$19.9K - $23.3K
|
2.37K
$122K
|
|