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 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.17K- 2.19% |
$239K - $267K
|
186K
$12.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.36K+ 1.64% |
$78.1K - $87.5K
|
84.4K
$5.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.3K+ 125.03% |
$1.27M - $1.43M
|
40.1K
$2.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-108- 0.96% |
$6.18K - $6.92K
|
11.2K
$749K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.3% |
$57.3 - $64.1
|
78
$5.22K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.84K+ 42.86% |
$163K - $182K
|
9.47K
$634K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
34+ 0.93% |
$1.95K - $2.18K
|
3.7K
$248K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27New |
$1.55K - $1.73K
|
27
$1.81K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.1K+ 43.14% |
$63K - $70.5K
|
3.65K
$244K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.78K- 97.88% |
$217K - $242K
|
82
$5.49K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
922+ 0.35% |
$52.8K - $59.1K
|
264K
$17.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
134+ 1.0% |
$7.67K - $8.59K
|
13.5K
$902K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
335+ 5.16% |
$19.2K - $21.5K
|
6.83K
$457K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-200- 57.14% |
$11.5K - $12.8K
|
150
$10K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-668- 4.73% |
$38.2K - $42.8K
|
13.5K
$902K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
3.41KNew |
$195K - $219K
|
3.41K
$229K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.89% |
$57.3 - $64.1
|
54
$3.62K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44KNew |
$82.5K - $92.3K
|
1.44K
$96.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.99K- 5.66% |
$171K - $192K
|
49.8K
$3.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
564+ 21.32% |
$32.3K - $36.2K
|
3.21K
$215K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-776- 2.32% |
$44.4K - $49.8K
|
32.6K
$2.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
183+ 5.92% |
$10.5K - $11.7K
|
3.28K
$219K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1- 0.02% |
$57.3 - $64.1
|
6.15K
$412K
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-10- 0.02% |
$573 - $641
|
46.1K
$3.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-447- 4.73% |
$25.6K - $28.7K
|
9K
$603K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
513+ 13.58% |
$29.4K - $32.9K
|
4.29K
$287K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
651+ 2.06% |
$37.3K - $41.7K
|
32.3K
$2.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-76- 0.73% |
$4.35K - $4.87K
|
10.4K
$697K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.15K- 10.02% |
$65.6K - $73.5K
|
10.3K
$689K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-246- 0.73% |
$14.1K - $15.8K
|
33.5K
$2.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-65- 0.05% |
$3.72K - $4.17K
|
141K
$9.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.94K- 12.86% |
$111K - $125K
|
13.2K
$882K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35+ 83.33% |
$2K - $2.24K
|
77
$5.16K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-91- 1.88% |
$5.21K - $5.83K
|
4.75K
$318K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-674- 1.4% |
$38.6K - $43.2K
|
47.6K
$3.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-23- 0.39% |
$1.32K - $1.47K
|
5.89K
$394K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 0.05% |
$115 - $128
|
4.11K
$275K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.62% |
$229 - $256
|
650
$43.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-8- 0.14% |
$458 - $513
|
5.67K
$380K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-850- 7.2% |
$48.7K - $54.5K
|
11K
$734K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-4.17K- 2.19% |
$239K - $267K
|
186K
$12.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
196New |
$11.2K - $12.6K
|
196
$13.1K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.5K- 5.12% |
$1.26M - $1.37M
|
416K
$27.9M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
26+ 0.47% |
$1.46K - $1.58K
|
5.54K
$371K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.25K- 3.07% |
$69.9K - $75.9K
|
39.3K
$2.63M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.33K- 6.02% |
$299K - $325K
|
83.2K
$5.58M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.8K- 43.8% |
$608K - $660K
|
13.9K
$931K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-453- 2.55% |
$25.4K - $27.6K
|
17.3K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.03KNew |
$114K - $124K
|
2.03K
$136K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.8K+ 13.34% |
$157K - $171K
|
23.8K
$1.6M
|
|