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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-10- 0.02% |
$622 - $695
|
46.1K
$3.02M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.29KNew |
$267K - $298K
|
4.29K
$281K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
49+ 0.88% |
$3.05K - $3.41K
|
5.59K
$366K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-3.18K- 1.2% |
$198K - $221K
|
261K
$17.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
59New |
$3.67K - $4.1K
|
59
$3.87K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
227+ 1.68% |
$14.1K - $15.8K
|
13.7K
$898K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24+ 12.24% |
$1.49K - $1.67K
|
220
$14.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
59+ 0.12% |
$3.67K - $4.1K
|
49.9K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.32KNew |
$206K - $230K
|
3.32K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2.12K+ 26.21% |
$132K - $147K
|
10.2K
$668K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.74K- 99.92% |
$295K - $330K
|
4
$262
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
424+ 1.31% |
$26.4K - $29.5K
|
32.7K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.32K+ 9.82% |
$82.2K - $91.9K
|
14.8K
$969K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-40- 0.38% |
$2.49K - $2.78K
|
10.4K
$679K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.71K- 13.02% |
$107K - $119K
|
11.5K
$751K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
73.7KNew |
$4.58M - $5.12M
|
73.7K
$4.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-212- 0.11% |
$13.2K - $14.7K
|
186K
$12.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.62% |
$249 - $278
|
654
$42.9K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.3K+ 125.03% |
$1.27M - $1.43M
|
40.1K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
804+ 11.76% |
$46K - $51.6K
|
7.64K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.23KNew |
$185K - $207K
|
3.23K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-831- 15.95% |
$47.6K - $53.3K
|
4.38K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.9KNew |
$1.08M - $1.21M
|
18.9K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-302- 57.63% |
$17.3K - $19.4K
|
222
$14.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.6K+ 69.58% |
$949K - $1.06M
|
40.4K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.22K- 6.76% |
$356K - $399K
|
85.8K
$5.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.49K+ 4.1% |
$85.3K - $95.5K
|
37.8K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.2K- 11.99% |
$1.21M - $1.36M
|
156K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.8K- 4.27% |
$1.02M - $1.14M
|
399K
$26.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-489- 9.59% |
$28K - $31.4K
|
4.61K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
34.5KNew |
$1.97M - $2.21M
|
34.5K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.31K- 6.62% |
$132K - $148K
|
32.6K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-45.2K- 86.94% |
$2.59M - $2.9M
|
6.79K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-34- 0.61% |
$1.95K - $2.18K
|
5.51K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.8K- 70.45% |
$561K - $628K
|
4.11K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.45K+ 1.16% |
$83K - $93K
|
126K
$8.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-5- 0.03% |
$286 - $321
|
17.3K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
184+ 1.09% |
$10.5K - $11.8K
|
17.1K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
781+ 1.97% |
$44.7K - $50.1K
|
40.3K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.6K- 9.51% |
$606K - $678K
|
101K
$6.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-88- 0.55% |
$5.04K - $5.64K
|
15.9K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-57- 0.35% |
$3.26K - $3.65K
|
16.3K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
316+ 20.4% |
$18.1K - $20.3K
|
1.87K
$122K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-131- 0.21% |
$7.5K - $8.4K
|
63.4K
$4.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.89K+ 4.8% |
$108K - $121K
|
41.2K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5- 6.25% |
$286 - $321
|
75
$4.92K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
773+ 0.98% |
$44.3K - $49.6K
|
79.9K
$5.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.7K+ 4.44% |
$212K - $237K
|
86.9K
$5.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-78- 3.83% |
$4.47K - $5K
|
1.96K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-19K- 84.73% |
$1.09M - $1.22M
|
3.42K
$224K
|
|