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 |
---|---|---|---|---|---|---|---|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.25K- 3.07% |
$69.9K - $75.9K
|
39.3K
$2.43M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-453- 2.55% |
$25.4K - $27.6K
|
17.3K
$1.07M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.33K- 6.02% |
$299K - $325K
|
83.2K
$5.15M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 0.05% |
$112 - $122
|
4.11K
$254K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.8K- 43.8% |
$608K - $660K
|
13.9K
$859K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-295- 0.81% |
$16.5K - $18K
|
36.3K
$2.24M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.03KNew |
$114K - $124K
|
2.03K
$126K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.8K+ 13.34% |
$157K - $171K
|
23.8K
$1.47M
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
3.67KNew |
$206K - $223K
|
3.67K
$227K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-54.5K- 23.56% |
$3.06M - $3.32M
|
177K
$10.9M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-483- 1.21% |
$27.1K - $29.4K
|
39.5K
$2.44M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.59K- 5.73% |
$425K - $462K
|
125K
$7.72M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.2K+ 208.72% |
$1.97M - $2.14M
|
52K
$3.22M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.59K- 11.62% |
$258K - $280K
|
34.9K
$2.16M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.1KNew |
$286K - $311K
|
5.1K
$315K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.55KNew |
$143K - $155K
|
2.55K
$158K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-256- 14.18% |
$14.4K - $15.6K
|
1.55K
$95.7K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
3.78K+ 4340.23% |
$212K - $230K
|
3.86K
$239K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.77K+ 30.76% |
$211K - $229K
|
16K
$990K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.3K- 7.91% |
$72.7K - $79K
|
15.1K
$934K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-254- 1.12% |
$14.2K - $15.5K
|
22.4K
$1.38M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.23K- 2.82% |
$181K - $197K
|
111K
$6.88M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$56.1 - $60.9
|
5.54K
$343K
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.54K- 4.28% |
$198K - $215K
|
79.2K
$4.89M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
574+ 9.17% |
$32.2K - $35K
|
6.83K
$422K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-53- 0.32% |
$2.97K - $3.23K
|
16.4K
$1.01M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.07K- 2.2% |
$116K - $126K
|
92K
$5.69M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.7K+ 760.66% |
$883K - $959K
|
17.8K
$1.1M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-110- 1.81% |
$6.17K - $6.7K
|
5.98K
$369K
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
418+ 3.84% |
$23.4K - $25.5K
|
11.3K
$698K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30New |
$1.68K - $1.83K
|
30
$1.85K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.69K+ 2.74% |
$95K - $103K
|
63.6K
$3.93M
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
39+ 0.7% |
$2.19K - $2.38K
|
5.59K
$345K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-89- 1.68% |
$4.99K - $5.42K
|
5.21K
$322K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.23% |
$56.1 - $60.9
|
82
$5.07K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
302+ 136.04% |
$16.9K - $18.4K
|
524
$32.4K
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.55K- 3.11% |
$86.9K - $94.4K
|
48.3K
$2.99M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
528+ 8.66% |
$29.6K - $32.2K
|
6.63K
$410K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-107- 0.13% |
$6K - $6.52K
|
83K
$5.13M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
102New |
$5.72K - $6.21K
|
102
$6.3K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-18- 0.47% |
$1.01K - $1.1K
|
3.78K
$234K
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-14.9K- 75.94% |
$834K - $906K
|
4.71K
$291K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.61K- 4.55% |
$90.1K - $97.9K
|
33.7K
$2.08M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
46+ 0.09% |
$2.58K - $2.8K
|
52.8K
$3.26M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.16K+ 78.6% |
$65.3K - $70.9K
|
2.65K
$163K
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.35K+ 28.92% |
$75.6K - $82.1K
|
6K
$371K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
349+ 2.1% |
$19.6K - $21.3K
|
16.9K
$1.05M
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
8.11K+ 3.18% |
$455K - $494K
|
263K
$16.2M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3New |
$168 - $183
|
3
$185
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.6K+ 243.08% |
$258K - $280K
|
6.49K
$401K
|