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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-660K- 62.98% |
$29.2M - $32.4M
|
388K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-64.3K- 42.08% |
$2.85M - $3.16M
|
88.6K
$4.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-13.5K- 69.68% |
$598K - $664K
|
5.89K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-12.1K- 15.23% |
$537K - $596K
|
67.6K
$3.51M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-11K- 29.02% |
$488K - $541K
|
27K
$1.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.5K- 10.37% |
$420K - $466K
|
82.2K
$4.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.3K- 4.7% |
$367K - $407K
|
168K
$8.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.15K- 28.38% |
$361K - $400K
|
20.6K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.52K- 10.38% |
$333K - $369K
|
64.9K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.64K- 28.53% |
$294K - $326K
|
16.6K
$865K
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-6.59K- 9.69% |
$292K - $323K
|
61.4K
$3.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.4K- 25.22% |
$195K - $216K
|
13.1K
$679K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.13K- 29.22% |
$139K - $154K
|
7.59K
$395K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.99K- 8.2% |
$132K - $147K
|
33.5K
$1.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.84K- 9.87% |
$126K - $139K
|
25.9K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.07K- 32.95% |
$91.6K - $102K
|
4.22K
$219K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.95K- 6.57% |
$86.4K - $95.8K
|
27.8K
$1.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.93K- 13.75% |
$85.3K - $94.6K
|
12.1K
$629K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.69K- 5.19% |
$74.8K - $82.9K
|
30.9K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-987- 7.18% |
$43.7K - $48.4K
|
12.8K
$664K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-855- 5.56% |
$37.8K - $42K
|
14.5K
$756K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-850- 5.47% |
$37.6K - $41.7K
|
14.7K
$765K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-745- 13.24% |
$33K - $36.6K
|
4.88K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-710- 11.79% |
$31.4K - $34.8K
|
5.31K
$276K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-583- 2.6% |
$25.8K - $28.6K
|
21.8K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-440- 58.36% |
$19.5K - $21.6K
|
314
$16.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-412- 98.33% |
$18.2K - $20.2K
|
7
$364
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-267- 0.6% |
$11.8K - $13.1K
|
44.1K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-226- 3.97% |
$10K - $11.1K
|
5.46K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-213- 4.24% |
$9.42K - $10.5K
|
4.81K
$250K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-115- 1.14% |
$5.09K - $5.64K
|
9.99K
$520K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-83- 17.08% |
$3.67K - $4.07K
|
403
$21K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-75- 3.2% |
$3.32K - $3.68K
|
2.27K
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-68- 19.32% |
$3.01K - $3.34K
|
284
$14.8K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-43- 0.32% |
$1.9K - $2.11K
|
13.3K
$693K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-41- 0.16% |
$1.81K - $2.01K
|
25K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-19- 0.56% |
$841 - $932
|
3.4K
$177K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-5- 0.1% |
$221 - $245
|
5.01K
$261K
|
|
| Q2 2024 | |||||||
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-584- 1.19% |
$25K - $27.1K
|
48.6K
$2.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-577- 11.56% |
$24.7K - $26.8K
|
4.42K
$230K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-35.3K- 70.61% |
$1.48M - $1.64M
|
14.7K
$763K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12.4K- 98.19% |
$520K - $577K
|
228
$11.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.13K- 36.69% |
$47.4K - $52.6K
|
1.95K
$101K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-940- 4.89% |
$39.5K - $43.8K
|
18.3K
$952K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-443- 9.09% |
$18.6K - $20.6K
|
4.43K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-255- 81.73% |
$10.7K - $11.9K
|
57
$2.96K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-255- 81.73% |
$10.7K - $11.9K
|
57
$2.96K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-567- 10.67% |
$20.1K - $25.3K
|
4.75K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-225- 3.44% |
$7.97K - $10.1K
|
6.31K
$328K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-98- 76.56% |
$3.47K - $4.38K
|
30
$1.56K
|
|