Latest Institutional Sells of Ishares Morningstar Small Cap (ISCG)
This list provides information on the latest institutional transactions involving Ishares Morningstar Small Cap (ISCG) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-99.1K- 28.07% |
$3.91M - $4.93M
|
254K
$12.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-36.5K- 25.44% |
$1.44M - $1.81M
|
107K
$5.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-28.2K- 9.62% |
$1.11M - $1.4M
|
264K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26.6K- 7.17% |
$1.05M - $1.32M
|
345K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.1K- 68.26% |
$1.03M - $1.3M
|
12.2K
$617K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.4K- 53.57% |
$846K - $1.07M
|
18.6K
$942K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.5K- 5.15% |
$810K - $1.02M
|
378K
$19.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-17.1K- 65.62% |
$674K - $850K
|
8.95K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.3K- 18.92% |
$602K - $760K
|
65.5K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.4K- 51.61% |
$529K - $667K
|
12.6K
$637K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.5K- 48.36% |
$413K - $521K
|
11.2K
$567K
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-6.16K- 23.35% |
$243K - $306K
|
20.2K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5.59K- 7.46% |
$220K - $278K
|
69.3K
$3.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-4.13K- 45.06% |
$163K - $205K
|
5.03K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.13K- 16.74% |
$124K - $156K
|
15.6K
$790K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.07K- 3.06% |
$121K - $153K
|
97.4K
$4.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.86K- 40.78% |
$113K - $142K
|
4.16K
$211K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.83K- 74.85% |
$111K - $141K
|
950
$48.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.6K- 10.87% |
$102K - $129K
|
21.3K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.18K- 1.98% |
$86K - $108K
|
108K
$5.47M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2K- 13.21% |
$78.9K - $99.5K
|
13.1K
$666K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.83K- 14.81% |
$72K - $90.9K
|
10.5K
$533K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-982- 11.99% |
$38.7K - $48.9K
|
7.21K
$366K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-857- 15.97% |
$33.8K - $42.6K
|
4.51K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-786- 37.84% |
$31K - $39.1K
|
1.29K
$65.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-621- 6.07% |
$24.5K - $30.9K
|
9.62K
$488K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-469- 3.3% |
$18.5K - $23.3K
|
13.7K
$697K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-308- 41.07% |
$12.1K - $15.3K
|
442
$22.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-260- 2.28% |
$10.3K - $12.9K
|
11.1K
$565K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-226- 0.27% |
$8.91K - $11.2K
|
83.5K
$4.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-180- 0.82% |
$7.1K - $8.96K
|
21.7K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-178- 3.42% |
$7.02K - $8.86K
|
5.02K
$255K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-165- 4.26% |
$6.51K - $8.21K
|
3.71K
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-152- 1.88% |
$5.99K - $7.56K
|
7.93K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-126- 0.29% |
$4.97K - $6.27K
|
43.4K
$2.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-101- 2.04% |
$3.98K - $5.03K
|
4.84K
$245K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-54- 1.12% |
$2.13K - $2.69K
|
4.77K
$242K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29- 7.92% |
$1.14K - $1.44K
|
337
$17.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-13- 0.12% |
$513 - $647
|
10.5K
$532K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.6K- 2.35% |
$1.14M - $1.33M
|
1.06M
$53.8M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.6K- 21.83% |
$160K - $187K
|
12.9K
$653K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.07K- 4.26% |
$92K - $108K
|
46.5K
$2.36M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.08K- 16.83% |
$47.9K - $56.1K
|
5.33K
$270K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-475- 13.97% |
$21.1K - $24.7K
|
2.92K
$148K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-368- 13.52% |
$16.4K - $19.2K
|
2.35K
$119K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-124- 1.0% |
$5.51K - $6.45K
|
12.3K
$624K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-110- 0.88% |
$4.89K - $5.73K
|
12.3K
$626K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-44- 36.67% |
$1.96K - $2.29K
|
76
$3.85K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-36- 24.32% |
$1.6K - $1.87K
|
112
$5.68K
|
|
| Q4 2024 | |||||||
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.33K- 51.06% |
$402K - $450K
|
7.98K
$405K
|
|