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 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$48.8 - $56
|
1
$59.5
|
|
| Q3 2022 | |||||||
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.57KNew |
$217K - $266K
|
4.57K
$272K
|
|
|
Nov 18, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
2.8KNew |
$133K - $163K
|
2.8K
$167K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
140New |
$6.65K - $8.15K
|
140
$8.34K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.25KNew |
$59.2K - $72.5K
|
1.25K
$74.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.9K+ 6.83% |
$90.1K - $110K
|
29.6K
$1.76M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
200New |
$9.51K - $11.6K
|
200
$11.9K
|
|
| Q2 2022 | |||||||
|
Aug 18, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.4KNew |
$2.14M - $2.57M
|
43.4K
$2.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
27.4KNew |
$1.35M - $1.62M
|
27.4K
$1.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-72.8KClosed |
$3.59M - $4.32M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
907New |
$44.7K - $53.8K
|
907
$54K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-237- 34.5% |
$11.7K - $14K
|
450
$26.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
863New |
$42.5K - $51.2K
|
863
$51.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-8.35KClosed |
$412K - $495K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
204New |
$10.1K - $12.1K
|
204
$12.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-5.2KClosed |
$256K - $308K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1Closed |
$49.3 - $59.3
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
16.7KNew |
$823K - $990K
|
16.7K
$994K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
SELL
|
- |
-551- 3.45% |
$27.2K - $32.7K
|
15.4K
$919K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-39.9KClosed |
$2.21M - $2.43M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-36Closed |
$1.99K - $2.19K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.37% |
$55.4 - $60.9
|
270
$16.1K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-357Closed |
$19.8K - $21.7K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-637- 11.53% |
$35.3K - $38.8K
|
4.89K
$291K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-195Closed |
$10.8K - $11.9K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-318- 20.95% |
$17.6K - $19.4K
|
1.2K
$71.4K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-36.8KClosed |
$2.04M - $2.24M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
200New |
$11.1K - $12.2K
|
200
$11.9K
|
|
| Q4 2021 | |||||||
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.2KNew |
$123K - $137K
|
2.2K
$131K
|
|
|
Feb 17, 2022
Q4 2021
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-6.29KClosed |
$352K - $391K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-285- 4.08% |
$16K - $17.7K
|
6.7K
$399K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
471New |
$26.4K - $29.3K
|
471
$28K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-11.9KClosed |
$665K - $738K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-36Closed |
$2.02K - $2.24K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-137KClosed |
$7.39M - $8.09M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-4.96KClosed |
$268K - $294K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
468New |
$25.3K - $27.7K
|
468
$27.9K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
759New |
$41.1K - $45K
|
759
$45.2K
|
|
| Q2 2021 | |||||||
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.2K+ 200.0% |
$67.3K - $74.1K
|
1.8K
$107K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15Closed |
$841 - $926
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
186+ 200.0% |
$10.4K - $11.5K
|
279
$16.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-39Closed |
$2.19K - $2.41K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-7.17KClosed |
$402K - $443K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.32KClosed |
$74K - $81.5K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
45New |
$2.52K - $2.78K
|
45
$2.68K
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-280Closed |
$15.7K - $17.3K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
270New |
$15.1K - $16.7K
|
270
$16.1K
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
664+ 200.0% |
$37.2K - $41K
|
996
$59.3K
|
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
48+ 200.0% |
$2.69K - $2.96K
|
72
$4.29K
|
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
78New |
$4.38K - $4.82K
|
78
$4.64K
|
|