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 |
|---|---|---|---|---|---|---|---|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
683+ 10.2% |
$24.5K - $28.6K
|
7.38K
$373K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
450New |
$16.2K - $18.9K
|
450
$22.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
239New |
$8.58K - $10K
|
239
$12.1K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
343KNew |
$11.8M - $13.3M
|
343K
$17.4M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
92K+ 36.65% |
$3.15M - $3.57M
|
343K
$17.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
85.8KNew |
$2.94M - $3.33M
|
85.8K
$4.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2KNew |
$68.6K - $77.7K
|
2K
$101K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.23KNew |
$42.2K - $47.7K
|
1.23K
$62.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
192New |
$6.58K - $7.44K
|
192
$9.72K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
147New |
$5.04K - $5.7K
|
147
$7.44K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
42New |
$1.44K - $1.63K
|
42
$2.13K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.04% |
$34.3 - $38.8
|
2.34K
$118K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15.4K+ 163.04% |
$528K - $655K
|
24.9K
$1.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
8.8KNew |
$301K - $374K
|
8.8K
$445K
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
8.14KNew |
$279K - $346K
|
8.14K
$412K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
6.2KNew |
$212K - $263K
|
6.2K
$314K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.5K+ 15.76% |
$51.4K - $63.7K
|
11K
$558K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
855+ 12.49% |
$29.3K - $36.3K
|
7.7K
$390K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
695New |
$23.8K - $29.5K
|
695
$35.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
600New |
$20.6K - $25.5K
|
600
$30.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
414New |
$14.2K - $17.6K
|
414
$21K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
152New |
$5.21K - $6.46K
|
152
$7.69K
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
BUY
|
- |
59+ 0.99% |
$2.02K - $2.51K
|
6.04K
$306K
|
|
| Q2 2022 | |||||||
|
Aug 18, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.4KNew |
$1.19M - $1.59M
|
35.4K
$1.79M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
20.3KNew |
$686K - $914K
|
20.3K
$1.03M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
701New |
$23.7K - $31.5K
|
701
$35.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
390New |
$13.2K - $17.5K
|
390
$19.7K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
38.6KNew |
$1.56M - $1.93M
|
38.6K
$1.96M
|
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.48KNew |
$261K - $324K
|
6.48K
$328K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.94KNew |
$78.3K - $97.3K
|
1.94K
$98.4K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
343New |
$13.8K - $17.2K
|
343
$17.4K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$962K - $1.05M
|
20K
$1.01M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9.52K+ 500.0% |
$458K - $497K
|
11.4K
$578K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.71KNew |
$82.2K - $89.3K
|
1.71K
$86.6K
|
|
| Q2 2021 | |||||||
|
Jul 26, 2021
Q2 2021
|
Windsor Group LTD
|
BUY
|
- |
10.1K+ 499.85% |
$477K - $530K
|
12.1K
$612K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
9.3KNew |
$441K - $489K
|
9.3K
$471K
|
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.18K+ 500.0% |
$55.7K - $61.8K
|
1.41K
$71.4K
|
|
|
Jul 01, 2021
Q2 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
175+ 500.0% |
$8.29K - $9.21K
|
210
$10.6K
|
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
BUY
|
- |
60+ 500.0% |
$2.84K - $3.16K
|
72
$3.64K
|
|
| Q1 2021 | |||||||
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.09K+ 37.53% |
$52.8K - $63.5K
|
4K
$203K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
33+ 25.0% |
$845 - $1.23K
|
165
$8.35K
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$31.5 - $34.7
|
1
$50.6
|
|
| Q1 2018 | |||||||
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
297New |
$8.53K - $9.5K
|
297
$15K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$27.6 - $28.3
|
1
$50.6
|
|