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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
355K+ 852.06% |
$17.7M - $19.6M
|
397K
$21.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
126KNew |
$6.26M - $6.92M
|
126K
$6.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
83.5K+ 78.09% |
$4.16M - $4.6M
|
190K
$10.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.3K+ 18.47% |
$4M - $4.43M
|
515K
$27.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
56.1KNew |
$2.8M - $3.1M
|
56.1K
$3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
54.8K+ 51.31% |
$2.73M - $3.02M
|
162K
$8.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
50.7KNew |
$2.53M - $2.8M
|
50.7K
$2.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.5KNew |
$673K - $744K
|
13.5K
$720K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
11.1K+ 18.64% |
$553K - $612K
|
70.6K
$3.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
9.36K+ 5.59% |
$467K - $516K
|
177K
$9.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
9.36K+ 5.59% |
$467K - $516K
|
177K
$9.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
8.94K+ 177.97% |
$445K - $493K
|
14K
$745K
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
7.27K+ 8.38% |
$362K - $401K
|
93.9K
$5.01M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.85K+ 43.97% |
$342K - $378K
|
22.4K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.08K+ 5.63% |
$303K - $335K
|
114K
$6.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
5.21K+ 21.51% |
$260K - $287K
|
29.4K
$1.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.11K+ 51.78% |
$255K - $282K
|
15K
$800K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
4.83KNew |
$241K - $267K
|
4.83K
$258K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.36KNew |
$217K - $240K
|
4.36K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.24K+ 6.67% |
$211K - $234K
|
67.8K
$3.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.12K+ 46.68% |
$205K - $227K
|
13K
$691K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4.01KNew |
$200K - $221K
|
4.01K
$214K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
4.01KNew |
$200K - $221K
|
4.01K
$214K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.91KNew |
$195K - $216K
|
3.91K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.85KNew |
$192K - $212K
|
3.85K
$205K
|
|
|
Nov 07, 2025
Q3 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.82KNew |
$190K - $211K
|
3.82K
$204K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.8KNew |
$189K - $210K
|
3.8K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.55K+ 5.12% |
$177K - $196K
|
72.9K
$3.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.45K+ 10.69% |
$172K - $190K
|
35.7K
$1.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.89K+ 1.91% |
$144K - $159K
|
154K
$8.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.8KNew |
$140K - $154K
|
2.8K
$149K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.55K+ 11.98% |
$127K - $141K
|
23.8K
$1.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.27K+ 0.77% |
$113K - $125K
|
298K
$15.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.9K+ 2.9% |
$94.5K - $105K
|
67.4K
$3.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.83K+ 0.61% |
$91.1K - $101K
|
302K
$16.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.66KNew |
$82.5K - $91.3K
|
1.66K
$88.4K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.54K+ 33.92% |
$76.5K - $84.6K
|
6.06K
$323K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.32K+ 1.12% |
$65.6K - $72.6K
|
119K
$6.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.31K+ 1.78% |
$65.2K - $72.1K
|
74.6K
$3.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.26KNew |
$62.6K - $69.3K
|
1.26K
$67.1K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
944+ 0.74% |
$47K - $52.1K
|
128K
$6.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
922+ 3.04% |
$46K - $50.8K
|
31.2K
$1.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
901+ 0.8% |
$44.9K - $49.7K
|
113K
$6.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
852New |
$42.5K - $47K
|
852
$45.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
792+ 11.61% |
$39.5K - $43.7K
|
7.61K
$406K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
689+ 14.24% |
$34.3K - $38K
|
5.53K
$295K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
646+ 8.77% |
$32.2K - $35.6K
|
8.01K
$428K
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
515+ 0.16% |
$25.7K - $28.4K
|
325K
$17.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
471+ 5.26% |
$23.5K - $26K
|
9.42K
$503K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
405+ 3.22% |
$20.2K - $22.3K
|
13K
$692K
|
|