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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-94.3K- 7.05% |
$3.96M - $4.39M
|
1.24M
$56.2M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-69.5K- 76.21% |
$2.92M - $3.24M
|
21.7K
$980K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-48.8K- 53.52% |
$2.05M - $2.27M
|
42.4K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-35.3K- 70.61% |
$1.48M - $1.64M
|
14.7K
$663K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.8K- 64.91% |
$1.29M - $1.44M
|
16.7K
$753K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.6K- 69.32% |
$571K - $634K
|
6.02K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12.4K- 98.19% |
$520K - $577K
|
228
$10.3K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12K- 3.66% |
$506K - $561K
|
317K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.69K- 40.61% |
$323K - $358K
|
11.2K
$508K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.6K- 1.85% |
$277K - $307K
|
350K
$15.8M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-6.26K- 16.09% |
$263K - $291K
|
32.6K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-5.82K- 1.73% |
$244K - $271K
|
332K
$15M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.15K- 2.77% |
$174K - $193K
|
146K
$6.59M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-4.06K- 2.71% |
$170K - $189K
|
146K
$6.58M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.98K- 14.74% |
$167K - $185K
|
23K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.95K- 20.68% |
$166K - $184K
|
15.2K
$684K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.93K- 31.45% |
$165K - $183K
|
8.57K
$387K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.34K- 3.93% |
$140K - $156K
|
81.6K
$3.69M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.81K- 16.26% |
$118K - $131K
|
14.5K
$654K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.36K- 2.86% |
$99K - $110K
|
80K
$3.61M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.34K- 2.18% |
$98.2K - $109K
|
105K
$4.75M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.2K- 10.47% |
$92.5K - $103K
|
18.8K
$851K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.98K- 99.1% |
$83.2K - $92.3K
|
18
$813
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.86K- 6.5% |
$78.2K - $86.8K
|
26.8K
$1.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.73K- 4.29% |
$72.5K - $80.5K
|
38.5K
$1.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.13K- 36.69% |
$47.4K - $52.6K
|
1.95K
$88.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-940- 4.89% |
$39.5K - $43.8K
|
18.3K
$827K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-753- 12.31% |
$31.6K - $35.1K
|
5.37K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-506- 0.75% |
$21.2K - $23.6K
|
66.6K
$3.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-443- 9.09% |
$18.6K - $20.6K
|
4.43K
$200K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-377- 0.98% |
$15.8K - $17.6K
|
38K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-351- 4.33% |
$14.7K - $16.3K
|
7.76K
$351K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-324- 6.06% |
$13.6K - $15.1K
|
5.02K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-255- 81.73% |
$10.7K - $11.9K
|
57
$2.57K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-255- 81.73% |
$10.7K - $11.9K
|
57
$2.57K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-245- 2.24% |
$10.3K - $11.4K
|
10.7K
$482K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-197- 14.02% |
$8.27K - $9.17K
|
1.21K
$54.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-197- 4.61% |
$8.27K - $9.17K
|
4.08K
$184K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-194- 1.24% |
$8.14K - $9.03K
|
15.4K
$696K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-172- 1.58% |
$7.22K - $8.01K
|
10.7K
$483K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-164- 1.99% |
$6.88K - $7.64K
|
8.07K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-129- 1.19% |
$5.42K - $6.01K
|
10.7K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-114- 0.03% |
$4.79K - $5.31K
|
417K
$18.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-112- 7.43% |
$4.7K - $5.22K
|
1.4K
$63.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-69- 1.07% |
$2.9K - $3.21K
|
6.39K
$289K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-59- 3.22% |
$2.48K - $2.75K
|
1.77K
$80K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-54- 0.19% |
$2.27K - $2.51K
|
28.8K
$1.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34- 6.54% |
$1.43K - $1.58K
|
486
$22K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-20- 0.39% |
$840 - $931
|
5.11K
$231K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-11.9K- 71.62% |
$420K - $530K
|
4.7K
$212K
|
|