Latest Institutional Transactions on Ishares Morningstar Small Cap (ISCV)
This table provides information on the latest institutional transactions involving Ishares Morningstar Small Cap (ISCV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
765+ 8.5% |
$47.6K - $53.2K
|
9.77K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.3K- 33.02% |
$830K - $927K
|
27.1K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
738+ 0.47% |
$45.9K - $51.3K
|
156K
$9.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
372New |
$23.1K - $25.9K
|
372
$22.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-959- 2.01% |
$59.7K - $66.7K
|
46.7K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.34K+ 3.89% |
$207K - $232K
|
89.1K
$5.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.66K- 7.65% |
$601K - $671K
|
117K
$7.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
766+ 2.03% |
$47.7K - $53.2K
|
38.6K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.52K+ 4.66% |
$94.6K - $106K
|
34.2K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-6- 0.03% |
$373 - $417
|
17.3K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
747+ 0.19% |
$46.5K - $51.9K
|
399K
$24.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.66K+ 23.47% |
$476K - $532K
|
40.3K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 0.05% |
$124 - $139
|
4.11K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
333+ 0.42% |
$20.7K - $23.1K
|
80.3K
$4.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-114- 7.34% |
$7.09K - $7.92K
|
1.44K
$87K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.86KNew |
$240K - $268K
|
3.86K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
330New |
$20.5K - $22.9K
|
330
$19.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.34K- 26.62% |
$270K - $302K
|
12K
$724K
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
800New |
$49.8K - $55.6K
|
800
$48.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.92K+ 11.36% |
$244K - $272K
|
38.4K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
380+ 0.92% |
$23.6K - $26.4K
|
41.6K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.69KNew |
$230K - $257K
|
3.69K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.68K+ 6.69% |
$167K - $186K
|
42.8K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15- 20.0% |
$933 - $1.04K
|
60
$3.63K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-143- 2.39% |
$8.9K - $9.94K
|
5.83K
$353K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-11.7K- 62.04% |
$728K - $813K
|
7.16K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.03K- 8.97% |
$562K - $628K
|
91.7K
$5.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-731- 7.72% |
$45.5K - $50.8K
|
8.74K
$528K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-41- 0.94% |
$2.55K - $2.85K
|
4.34K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-16.5K- 23.35% |
$1.02M - $1.14M
|
54.1K
$3.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.9K+ 57.94% |
$3.04M - $3.4M
|
133K
$8.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.27K+ 1.46% |
$78.9K - $88.2K
|
88.2K
$5.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
27+ 0.48% |
$1.68K - $1.88K
|
5.61K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.9K+ 11.66% |
$243K - $271K
|
37.4K
$2.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.81KNew |
$299K - $334K
|
4.81K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.79K+ 4.43% |
$111K - $124K
|
42.1K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200- 7.41% |
$12.4K - $13.9K
|
2.5K
$151K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-90- 2.63% |
$5.6K - $6.26K
|
3.33K
$201K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
797+ 1.26% |
$49.6K - $55.4K
|
64.2K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.05% |
$187 - $209
|
5.51K
$333K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.55K- 34.87% |
$346K - $386K
|
10.4K
$627K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
4.05KNew |
$252K - $281K
|
4.05K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
10+ 12.2% |
$622 - $695
|
92
$5.56K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
149KNew |
$9.28M - $10.4M
|
149K
$9.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.95K+ 150.56% |
$183K - $205K
|
4.9K
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
30+ 1.61% |
$1.87K - $2.09K
|
1.9K
$115K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
8.03KNew |
$499K - $558K
|
8.03K
$485K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
252+ 2.25% |
$15.7K - $17.5K
|
11.4K
$691K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-463- 4.22% |
$28.8K - $32.2K
|
10.5K
$635K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-163- 2.77% |
$10.1K - $11.3K
|
5.73K
$346K
|