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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
324KNew |
$12.8M - $16.1M
|
324K
$16.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
68.8K+ 4876.03% |
$2.71M - $3.42M
|
70.2K
$3.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.1K+ 9.6% |
$1.5M - $1.9M
|
435K
$22M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.8K+ 667.25% |
$1.29M - $1.63M
|
37.7K
$1.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.4K+ 5.45% |
$1M - $1.26M
|
491K
$24.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
23.5KNew |
$927K - $1.17M
|
23.5K
$1.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
23K+ 63.15% |
$909K - $1.15M
|
59.5K
$3.02M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.2K+ 49.97% |
$877K - $1.11M
|
66.7K
$3.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18.3K+ 88.55% |
$720K - $908K
|
38.9K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
14K+ 4.88% |
$550K - $695K
|
300K
$15.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.3K+ 4.35% |
$486K - $613K
|
295K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.3K+ 7.32% |
$407K - $514K
|
151K
$7.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2K+ 18.19% |
$403K - $508K
|
66.3K
$3.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2K+ 32.36% |
$402K - $507K
|
41.7K
$2.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.1KNew |
$397K - $501K
|
10.1K
$510K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.9KNew |
$390K - $492K
|
9.9K
$502K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
8.87K+ 7.5% |
$350K - $441K
|
127K
$6.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.58K+ 33.39% |
$299K - $377K
|
30.3K
$1.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.05K+ 106.27% |
$278K - $351K
|
13.7K
$694K
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
6.68KNew |
$264K - $333K
|
6.68K
$339K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.34K+ 28.79% |
$250K - $315K
|
28.3K
$1.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
6.12K+ 33.84% |
$241K - $305K
|
24.2K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.89KNew |
$232K - $293K
|
5.89K
$299K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.84KNew |
$191K - $241K
|
4.84K
$245K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.53KNew |
$178K - $225K
|
4.53K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.45K+ 82.1% |
$176K - $222K
|
9.88K
$501K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.37KNew |
$173K - $218K
|
4.37K
$222K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.32KNew |
$170K - $215K
|
4.32K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.12KNew |
$163K - $205K
|
4.12K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.78K+ 3.67% |
$149K - $188K
|
107K
$5.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3.33K+ 3.06% |
$131K - $166K
|
112K
$5.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.16K+ 2207.69% |
$125K - $157K
|
3.3K
$167K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.3K+ 35.24% |
$90.8K - $114K
|
8.83K
$448K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.14K+ 84.34% |
$84.5K - $107K
|
4.68K
$237K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.12K+ 1.28% |
$83.7K - $106K
|
167K
$8.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
2.12K+ 1.28% |
$83.7K - $106K
|
167K
$8.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.02K+ 42.1% |
$79.7K - $101K
|
6.82K
$346K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2KNew |
$79K - $99.7K
|
2K
$102K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.99KNew |
$78.3K - $98.8K
|
1.99K
$101K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.76KNew |
$69.5K - $87.7K
|
1.76K
$89.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.33K+ 14.94% |
$52.6K - $66.3K
|
10.3K
$520K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.32K+ 21.0% |
$52.1K - $65.8K
|
7.62K
$386K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.22K+ 40.05% |
$48.2K - $60.9K
|
4.28K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
889+ 6.45% |
$35.1K - $44.2K
|
14.7K
$744K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
871+ 8.62% |
$34.4K - $43.3K
|
11K
$556K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
761+ 2.15% |
$30K - $37.9K
|
36.2K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
760New |
$30K - $37.8K
|
760
$38.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
570+ 1.82% |
$22.5K - $28.4K
|
31.9K
$1.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
493+ 121.43% |
$19.4K - $24.5K
|
899
$45.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
430+ 0.37% |
$17K - $21.4K
|
118K
$5.96M
|