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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
41New |
$1.07K - $1.66K
|
41
$2.75K
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-83Closed |
$2.16K - $3.36K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-3Closed |
$74.2 - $145
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.4KClosed |
$34.5K - $67.5K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.81KClosed |
$44.9K - $87.7K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.12KClosed |
$77.3K - $151K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-13Closed |
$321 - $628
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.12KClosed |
$52.5K - $103K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Family Legacy, Inc.
|
SELL
|
- |
-2.74KClosed |
$67.7K - $132K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-3.08KClosed |
$76.1K - $149K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.2KClosed |
$29.7K - $58K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-64Closed |
$1.58K - $3.09K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Ironwood Financial, LLC
|
SELL
|
- |
-57Closed |
$1.41K - $2.76K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-171Closed |
$4.23K - $8.27K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.45KClosed |
$35.9K - $70.2K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-281Closed |
$12K - $13.5K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Trust CO Of Vermont
|
SELL
|
- |
-157Closed |
$6.69K - $7.56K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Baldwin Brothers LLC
|
SELL
|
- |
-33Closed |
$1.41K - $1.59K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-27Closed |
$1.12K - $1.25K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-842Closed |
$34.8K - $38.9K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-90- 29.8% |
$3.72K - $4.16K
|
212
$14.2K
|
|
| Q2 2019 | |||||||
|
Sep 04, 2020
Q2 2019
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.76KClosed |
$119K - $133K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-30Closed |
$1.3K - $1.44K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-12Closed |
$519 - $577
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.38KClosed |
$59.7K - $66.3K
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-28Closed |
$1.21K - $1.35K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-38Closed |
$1.56K - $1.84K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-42Closed |
$1.72K - $2.03K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-42Closed |
$1.72K - $2.03K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-8Closed |
$328 - $387
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-27- 16.56% |
$1.05K - $1.38K
|
136
$9.11K
|
|
|
Feb 12, 2019
Q4 2018
|
Patten Group, Inc.
|
SELL
|
- |
-10Closed |
$390 - $510
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-17.5KClosed |
$683K - $893K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-22.6KClosed |
$882K - $1.15M
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-669Closed |
$26.1K - $34.1K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-25Closed |
$975 - $1.27K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-127Closed |
$6.41K - $6.73K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-230Closed |
$11.6K - $12.2K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
3.55KNew |
$179K - $188K
|
3.55K
$238K
|
|
|
Nov 08, 2018
Q3 2018
|
Westside Investment Management, Inc.
|
SELL
|
- |
-12Closed |
$606 - $636
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-907Closed |
$45.8K - $48K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10Closed |
$505 - $530
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-10Closed |
$464 - $522
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.6KClosed |
$74.2K - $83.4K
|
0
$0
|
|
|
Jul 17, 2018
Q2 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-52Closed |
$2.41K - $2.71K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 11, 2018
Q1 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3Closed |
$140 - $158
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.09KClosed |
$97.7K - $110K
|
0
$0
|
|
|
Apr 30, 2018
Q1 2018
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-21Closed |
$981 - $1.1K
|
0
$0
|
|