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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-302- 57.63% |
$17.3K - $19.4K
|
222
$14.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-489- 9.59% |
$28K - $31.4K
|
4.61K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.22K- 6.76% |
$356K - $399K
|
85.8K
$5.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.6K+ 69.58% |
$949K - $1.06M
|
40.4K
$2.66M
|
|
|
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
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-34- 0.61% |
$1.95K - $2.18K
|
5.51K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-831- 15.95% |
$47.6K - $53.3K
|
4.38K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.23KNew |
$185K - $207K
|
3.23K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
804+ 11.76% |
$46K - $51.6K
|
7.64K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.49K+ 4.1% |
$85.3K - $95.5K
|
37.8K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.2K- 11.99% |
$1.21M - $1.36M
|
156K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.31K- 6.62% |
$132K - $148K
|
32.6K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-45.2K- 86.94% |
$2.59M - $2.9M
|
6.79K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
34.5KNew |
$1.97M - $2.21M
|
34.5K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.8K- 70.45% |
$561K - $628K
|
4.11K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.45K+ 1.16% |
$83K - $93K
|
126K
$8.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-5- 0.03% |
$286 - $321
|
17.3K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.8K- 4.27% |
$1.02M - $1.14M
|
399K
$26.3M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
184+ 1.09% |
$10.5K - $11.8K
|
17.1K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
781+ 1.97% |
$44.7K - $50.1K
|
40.3K
$2.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.6K- 9.51% |
$606K - $678K
|
101K
$6.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-88- 0.55% |
$5.04K - $5.64K
|
15.9K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-57- 0.35% |
$3.26K - $3.65K
|
16.3K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
316+ 20.4% |
$18.1K - $20.3K
|
1.87K
$123K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-131- 0.21% |
$7.5K - $8.4K
|
63.4K
$4.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.89K+ 4.8% |
$108K - $121K
|
41.2K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5- 6.25% |
$286 - $321
|
75
$4.94K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.7K+ 4.44% |
$212K - $237K
|
86.9K
$5.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-78- 3.83% |
$4.47K - $5K
|
1.96K
$129K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
8.07KNew |
$462K - $518K
|
8.07K
$532K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-19K- 84.73% |
$1.09M - $1.22M
|
3.42K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
773+ 0.98% |
$44.3K - $49.6K
|
79.9K
$5.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.17K- 2.19% |
$239K - $267K
|
186K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.36K+ 1.64% |
$78.1K - $87.5K
|
84.4K
$5.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.3K+ 125.03% |
$1.27M - $1.43M
|
40.1K
$2.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-108- 0.96% |
$6.18K - $6.92K
|
11.2K
$738K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.3% |
$57.3 - $64.1
|
78
$5.14K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.84K+ 42.86% |
$163K - $182K
|
9.47K
$624K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
34+ 0.93% |
$1.95K - $2.18K
|
3.7K
$244K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27New |
$1.55K - $1.73K
|
27
$1.78K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.1K+ 43.14% |
$63K - $70.5K
|
3.65K
$241K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.78K- 97.88% |
$217K - $242K
|
82
$5.41K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
134+ 1.0% |
$7.67K - $8.59K
|
13.5K
$888K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
922+ 0.35% |
$52.8K - $59.1K
|
264K
$17.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-200- 57.14% |
$11.5K - $12.8K
|
150
$9.89K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
335+ 5.16% |
$19.2K - $21.5K
|
6.83K
$450K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
3.41KNew |
$195K - $219K
|
3.41K
$225K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.89% |
$57.3 - $64.1
|
54
$3.56K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-668- 4.73% |
$38.2K - $42.8K
|
13.5K
$888K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44KNew |
$82.5K - $92.3K
|
1.44K
$94.9K
|