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 |
---|---|---|---|---|---|---|---|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.6K+ 243.08% |
$258K - $280K
|
6.49K
$408K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
188+ 0.57% |
$10.5K - $11.5K
|
33.4K
$2.1M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-336- 2.32% |
$18.8K - $20.5K
|
14.1K
$888K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-120- 0.65% |
$6.73K - $7.31K
|
18.2K
$1.14M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-233- 13.04% |
$13.1K - $14.2K
|
1.55K
$97.7K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.47K+ 64.19% |
$251K - $272K
|
11.4K
$719K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.1K+ 18.56% |
$1.24M - $1.35M
|
141K
$8.87M
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-300- 2.48% |
$16.8K - $18.3K
|
11.8K
$742K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9.28K- 60.14% |
$520K - $565K
|
6.15K
$386K
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.19K- 3.64% |
$67K - $72.7K
|
31.6K
$1.99M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
193+ 2.09% |
$10.8K - $11.8K
|
9.45K
$594K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.1K- 0.57% |
$61.7K - $67K
|
190K
$12M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
53New |
$2.97K - $3.23K
|
53
$3.33K
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1+ 0.02% |
$56.1 - $60.9
|
5.68K
$357K
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-104- 12.52% |
$5.83K - $6.34K
|
727
$45.7K
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-825- 4.06% |
$46.3K - $50.3K
|
19.5K
$1.23M
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
SELL
|
- |
-304- 0.16% |
$17.1K - $18.5K
|
190K
$12M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 0.08% |
$224 - $244
|
4.84K
$304K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
150New |
$8.41K - $9.14K
|
150
$9.43K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.47% |
$168 - $183
|
646
$40.6K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.5K- 4.66% |
$1.2M - $1.31M
|
439K
$27.6M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
750New |
$41.9K - $45.9K
|
750
$47.1K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.1KNew |
$676K - $741K
|
12.1K
$761K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-60- 0.56% |
$3.35K - $3.67K
|
10.7K
$672K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.32% |
$55.8 - $61.2
|
77
$4.84K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-292- 5.95% |
$16.3K - $17.9K
|
4.62K
$290K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-106- 1.63% |
$5.92K - $6.49K
|
6.39K
$402K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.61K- 8.17% |
$90.1K - $98.8K
|
18.2K
$1.14M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10- 11.11% |
$558 - $612
|
80
$5.03K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
204New |
$11.4K - $12.5K
|
204
$12.8K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-404- 9.95% |
$22.6K - $24.7K
|
3.66K
$230K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
51+ 1.16% |
$2.85K - $3.12K
|
4.45K
$280K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.32K- 21.92% |
$73.8K - $80.8K
|
4.71K
$296K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
350New |
$19.5K - $21.4K
|
350
$22K
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-182- 1.35% |
$10.2K - $11.1K
|
13.3K
$838K
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
30+ 0.07% |
$1.68K - $1.84K
|
46.1K
$2.9M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
641+ 147.7% |
$35.8K - $39.2K
|
1.08K
$67.6K
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-56- 0.53% |
$3.13K - $3.43K
|
10.5K
$659K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-396- 34.29% |
$22.1K - $24.2K
|
759
$47.7K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-373- 4.23% |
$20.8K - $22.8K
|
8.44K
$531K
|
|
Q4 2023 | |||||||
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
175New |
$8.36K - $10.5K
|
175
$11K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 10.0% |
$14.3K - $18K
|
2.7K
$170K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
170New |
$8.12K - $10.2K
|
170
$10.7K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
882New |
$42.1K - $52.9K
|
882
$55.4K
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.74K- 8.62% |
$83.1K - $104K
|
18.4K
$1.16M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
594New |
$28.4K - $35.6K
|
594
$37.3K
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
23.4KNew |
$1.12M - $1.4M
|
23.4K
$1.47M
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.67K+ 39.39% |
$79.8K - $100K
|
5.91K
$372K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
222New |
$10.6K - $13.3K
|
222
$14K
|