Latest Institutional Sells of Ishares Morningstar Small Cap (ISCG)

ISCG Quotes by TradingView

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
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-90
- 9.0%
$3.19K - $4.02K
910 $47.3K
Q3 2023
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-9.24K
- 16.31%
$353K - $400K
47.4K $2.47M
Nov 13, 2023 Q3 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-296
Closed
$11.3K - $12.8K
0 $0
Nov 13, 2023 Q3 2023
Integrity Financial Corp

SELL
 -
-229
- 15.41%
$8.74K - $9.92K
1.26K $65.4K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

SELL
 -
-30
- 2.16%
$1.14K - $1.3K
1.36K $70.7K
Oct 12, 2023 Q3 2023
Mendota Financial Group, LLC

Madison, WI
SELL
 -
-2
- 15.38%
$76.3 - $86.7
11 $572
Q2 2023
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

SELL
 -
-2.25K
- 50.0%
$84.6K - $93.2K
2.25K $117K
Q1 2023
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-3.73K
- 39.94%
$134K - $156K
5.61K $292K
Q4 2022
Jan 12, 2023 Q4 2022
Crescent Grove Advisors, LLC

SELL
 -
-12.9K
- 47.45%
$444K - $502K
14.3K $746K
Feb 13, 2023 Q4 2022
Cibc World Market Inc.

Toronto, A6
SELL
 -
-77
- 0.96%
$2.64K - $2.99K
7.94K $413K
Q3 2022
Oct 13, 2022 Q3 2022
Activest Wealth Management

SELL
 -
-2.24K
Closed
$76.9K - $95.3K
0 $0
Q2 2022
Aug 01, 2022 Q2 2022
Armbruster Capital Management, Inc.

SELL
 -
-20K
Closed
$676K - $901K
0 $0
Aug 02, 2022 Q2 2022
Lincoln National Corp

SELL
 -
-6.08K
Closed
$205K - $273K
0 $0
Jul 13, 2022 Q2 2022
Evanson Asset Management, LLC

SELL
 -
-6K
Closed
$202K - $270K
0 $0
Aug 11, 2022 Q2 2022
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-618
Closed
$20.9K - $27.8K
0 $0
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-343
Closed
$11.6K - $15.4K
0 $0
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-84
Closed
$2.83K - $3.78K
0 $0
Aug 10, 2022 Q2 2022
High Net Worth Advisory Group LLC

Naples, FL
SELL
 -
-41
Closed
$1.38K - $1.84K
0 $0
Q1 2022
Apr 29, 2022 Q1 2022
Searcy Financial Services Inc

SELL
 -
-376K
Closed
$15.2M - $18.8M
0 $0
May 13, 2022 Q1 2022
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-47.4K
Closed
$1.91M - $2.37M
0 $0
Apr 08, 2022 Q1 2022
Monterey Private Wealth, Inc.

SELL
 -
-20.6K
Closed
$829K - $1.03M
0 $0
May 09, 2022 Q1 2022
Csenge Advisory Group

SELL
 -
-15.6K
Closed
$628K - $780K
0 $0
Apr 12, 2022 Q1 2022
Brookstone Capital Management

SELL
 -
-10.8K
Closed
$437K - $543K
0 $0
Apr 08, 2022 Q1 2022
Optimum Investment Advisors

SELL
 -
-1.2K
Closed
$48.4K - $60.1K
0 $0
Apr 28, 2022 Q1 2022
Richwood Investment Advisors, LLC

SELL
 -
-960
Closed
$38.7K - $48.1K
0 $0
May 05, 2022 Q1 2022
Charter Oak Capital Management, LLC

SELL
 -
-438
- 44.33%
$17.7K - $21.9K
550 $28.6K
Apr 29, 2022 Q1 2022
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-300
Closed
$12.1K - $15K
0 $0
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-130
Closed
$5.24K - $6.51K
0 $0
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-12
Closed
$484 - $601
0 $0
Q4 2021
Feb 10, 2022 Q4 2021
Stone X Group Inc.

SELL
 -
-5.34K
Closed
$253K - $291K
0 $0
Feb 01, 2022 Q4 2021
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-5.29K
Closed
$251K - $288K
0 $0
Feb 14, 2022 Q4 2021
Ima Wealth, Inc.

Wichita, KS
SELL
 -
-378
Closed
$17.9K - $20.6K
0 $0
Feb 11, 2022 Q4 2021
Gps Wealth Strategies Group, LLC

SELL
 -
-18
Closed
$854 - $981
0 $0
Feb 08, 2022 Q4 2021
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-6
Closed
$285 - $327
0 $0
Q3 2021
Nov 05, 2021 Q3 2021
Truist Financial Corp

SELL
 -
-4.66K
Closed
$224K - $244K
0 $0
Nov 12, 2021 Q3 2021
Insight Advisors, LLC

Newtown, PA
SELL
 -
-4.56K
Closed
$219K - $238K
0 $0
Nov 02, 2021 Q3 2021
Connecticut Wealth Management, LLC

SELL
 -
-3.85K
Closed
$185K - $201K
0 $0
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
SELL
 -
-687
Closed
$33K - $35.9K
0 $0
Nov 12, 2021 Q3 2021
Financial Insights, Inc.

SELL
 -
-420
Closed
$20.2K - $21.9K
0 $0
Q2 2021
Jul 27, 2021 Q2 2021
Advisor Shares Investments LLC

Bethesda, MD
SELL
 -
-259K
Closed
$12.3M - $13.6M
0 $0
Aug 13, 2021 Q2 2021
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-26.3K
Closed
$1.25M - $1.38M
0 $0
Aug 03, 2021 Q2 2021
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-12.6K
Closed
$595K - $660K
0 $0
Aug 10, 2021 Q2 2021
River Tree Advisors, LLC

Winter Park, FL
SELL
 -
-11.6K
Closed
$548K - $608K
0 $0
Jul 15, 2021 Q2 2021
Fulcrum Equity Management

SELL
 -
-8.73K
Closed
$414K - $459K
0 $0
Aug 10, 2021 Q2 2021
D.A. Davidson & Co.

SELL
 -
-8.21K
Closed
$389K - $432K
0 $0
Aug 10, 2021 Q2 2021
Vicus Capital

State College, PA
SELL
 -
-5.19K
Closed
$246K - $273K
0 $0
Aug 11, 2021 Q2 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-4.48K
Closed
$212K - $236K
0 $0
Aug 12, 2021 Q2 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-4.22K
Closed
$200K - $222K
0 $0
Aug 11, 2021 Q2 2021
Calton & Associates, Inc.

SELL
 -
-3.94K
Closed
$187K - $207K
0 $0

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