Latest Institutional Purchases of Ishares Morningstar Small Cap (ISCV)
This list provides information on the latest institutional transactions involving Ishares Morningstar Small Cap (ISCV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
317KNew |
$16.3M - $19.5M
|
317K
$19.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
3.19K+ 1.71% |
$164K - $196K
|
190K
$11.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.14K+ 17.1% |
$58.4K - $69.9K
|
7.78K
$489K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 0.21% |
$514 - $615
|
4.74K
$297K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6+ 0.06% |
$308 - $369
|
9.85K
$619K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.8KNew |
$1.44M - $1.64M
|
24.8K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.2K+ 12.91% |
$999K - $1.14M
|
150K
$9.45M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.2K+ 18.74% |
$998K - $1.13M
|
109K
$6.84M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.2K+ 33.28% |
$827K - $939K
|
57K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.4KNew |
$605K - $687K
|
10.4K
$653K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.14K+ 6.89% |
$357K - $405K
|
95.3K
$5.98M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
5.61K+ 5500.98% |
$326K - $370K
|
5.71K
$359K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
5.17K+ 1.98% |
$300K - $341K
|
266K
$16.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.12K+ 12.32% |
$298K - $338K
|
46.7K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.47KNew |
$260K - $295K
|
4.47K
$281K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.4K+ 38.48% |
$256K - $291K
|
15.8K
$995K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
4.16KNew |
$241K - $274K
|
4.16K
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.05KNew |
$235K - $267K
|
4.05K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.77KNew |
$219K - $249K
|
3.77K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.67KNew |
$213K - $242K
|
3.67K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.46KNew |
$201K - $228K
|
3.46K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.61K+ 70.63% |
$151K - $172K
|
6.3K
$395K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.6K+ 58.38% |
$151K - $172K
|
7.05K
$443K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.34K+ 7.78% |
$78K - $88.6K
|
18.6K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 3.21% |
$69.8K - $79.3K
|
38.6K
$2.42M
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1KNew |
$58.1K - $66K
|
1K
$62.8K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
892+ 26.9% |
$51.8K - $58.9K
|
4.21K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
859+ 2.04% |
$49.9K - $56.7K
|
43K
$2.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
735+ 2.15% |
$42.7K - $48.5K
|
34.9K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
671+ 7.68% |
$39K - $44.3K
|
9.41K
$591K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
607+ 275.91% |
$35.3K - $40.1K
|
827
$51.9K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
525+ 27.7% |
$30.5K - $34.7K
|
2.42K
$152K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
519New |
$30.2K - $34.3K
|
519
$32.6K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
480New |
$27.9K - $31.7K
|
480
$30.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
467+ 0.86% |
$27.1K - $30.8K
|
54.5K
$3.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
412+ 4.04% |
$23.9K - $27.2K
|
10.6K
$666K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
247+ 6.68% |
$14.4K - $16.3K
|
3.94K
$248K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
230+ 0.12% |
$13.4K - $15.2K
|
186K
$11.7M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
213+ 0.33% |
$12.4K - $14.1K
|
64.4K
$4.05M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
90+ 1.06% |
$5.23K - $5.94K
|
8.58K
$538K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
52+ 0.38% |
$3.02K - $3.43K
|
13.8K
$864K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
43+ 0.09% |
$2.5K - $2.84K
|
49.9K
$3.13M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
36+ 0.08% |
$2.09K - $2.38K
|
46.7K
$2.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
31+ 0.91% |
$1.8K - $2.05K
|
3.44K
$216K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 0.43% |
$1.39K - $1.58K
|
5.61K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 0.05% |
$116 - $132
|
4.11K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.02% |
$116 - $132
|
12K
$752K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.22% |
$58.1 - $66
|
83
$5.21K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$58.1 - $66
|
5.51K
$346K
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.81KNew |
$299K - $334K
|
4.81K
$302K
|
|