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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-4.13K- 45.06% |
$163K - $205K
|
5.03K
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.86K- 40.78% |
$113K - $142K
|
4.16K
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-982- 11.99% |
$38.7K - $48.9K
|
7.21K
$371K
|
|
|
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
$494K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-180- 0.82% |
$7.1K - $8.96K
|
21.7K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-165- 4.26% |
$6.51K - $8.21K
|
3.71K
$191K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-101- 2.04% |
$3.98K - $5.03K
|
4.84K
$249K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29- 7.92% |
$1.14K - $1.44K
|
337
$17.3K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41.3K- 10.02% |
$1.84M - $2.15M
|
371K
$19.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-32.5K- 87.11% |
$1.44M - $1.69M
|
4.8K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.6K- 2.35% |
$1.14M - $1.33M
|
1.06M
$54.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.1K- 14.59% |
$1.07M - $1.25M
|
141K
$7.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.34K- 28.12% |
$415K - $486K
|
23.9K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-8.87K- 25.17% |
$394K - $462K
|
26.4K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-6.91K- 4.6% |
$307K - $359K
|
143K
$7.37M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-5.37K- 26.18% |
$239K - $280K
|
15.1K
$779K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.16K- 6.91% |
$185K - $217K
|
56.1K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.6K- 21.83% |
$160K - $187K
|
12.9K
$663K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-3.16K- 95.67% |
$140K - $164K
|
143
$7.35K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.21K- 4.84% |
$98.3K - $115K
|
43.5K
$2.24M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.07K- 4.26% |
$92K - $108K
|
46.5K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.44K- 1.93% |
$63.8K - $74.7K
|
73K
$3.75M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.08K- 16.83% |
$47.9K - $56.1K
|
5.33K
$274K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.03K- 4.86% |
$45.9K - $53.8K
|
20.2K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-800- 7.08% |
$35.6K - $41.6K
|
10.5K
$540K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-792- 2.95% |
$35.2K - $41.2K
|
26K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-741- 0.91% |
$32.9K - $38.6K
|
80.7K
$4.15M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-724- 11.62% |
$32.2K - $37.7K
|
5.5K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-708- 9.02% |
$31.5K - $36.9K
|
7.14K
$367K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-599- 8.28% |
$26.6K - $31.2K
|
6.64K
$341K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-475- 13.97% |
$21.1K - $24.7K
|
2.92K
$150K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-368- 13.52% |
$16.4K - $19.2K
|
2.35K
$121K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-328- 5.93% |
$14.6K - $17.1K
|
5.2K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-259- 7.82% |
$11.5K - $13.5K
|
3.05K
$157K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-184- 1.59% |
$8.18K - $9.58K
|
11.4K
$587K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-182- 1.26% |
$8.09K - $9.47K
|
14.2K
$731K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-124- 1.0% |
$5.51K - $6.45K
|
12.3K
$633K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-110- 0.88% |
$4.89K - $5.73K
|
12.3K
$634K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-45- 0.92% |
$2K - $2.34K
|
4.82K
$248K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-44- 36.67% |
$1.96K - $2.29K
|
76
$3.91K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-36- 24.32% |
$1.6K - $1.87K
|
112
$5.76K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-27- 6.24% |
$1.2K - $1.41K
|
406
$20.9K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-11- 0.05% |
$489 - $573
|
21.6K
$1.11M
|
|
| Q4 2024 | |||||||
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.33K- 51.06% |
$402K - $450K
|
7.98K
$410K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.82K- 3.8% |
$184K - $206K
|
96.7K
$4.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-724- 5.54% |
$34.9K - $39.1K
|
12.3K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-23- 8.1% |
$1.11K - $1.24K
|
261
$13.4K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.52K- 10.38% |
$333K - $369K
|
64.9K
$3.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-6.59K- 9.69% |
$292K - $323K
|
61.4K
$3.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-745- 13.24% |
$33K - $36.6K
|
4.88K
$251K
|
|