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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
490K+ 154.58% |
$30.1M - $33.3M
|
807K
$53.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
70.5K+ 301.0% |
$4.32M - $4.78M
|
93.9K
$6.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.3K+ 106.33% |
$3.08M - $3.41M
|
97.5K
$6.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
49.5K+ 58.22% |
$3.03M - $3.36M
|
134K
$8.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
35K+ 331.15% |
$2.15M - $2.38M
|
45.6K
$3.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
33.8K+ 194.78% |
$2.07M - $2.29M
|
51.1K
$3.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27.2KNew |
$1.67M - $1.85M
|
27.2K
$1.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16KNew |
$983K - $1.09M
|
16K
$1.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.1K+ 37.32% |
$927K - $1.03M
|
55.6K
$3.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.4KNew |
$760K - $842K
|
12.4K
$818K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
11.8KNew |
$722K - $799K
|
11.8K
$776K
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
8.76K+ 3.11% |
$537K - $595K
|
291K
$19.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
7.94KNew |
$487K - $539K
|
7.94K
$524K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.95KNew |
$426K - $472K
|
6.95K
$458K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.21K+ 13.54% |
$381K - $422K
|
52.1K
$3.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.57K+ 3.5% |
$280K - $310K
|
135K
$8.91M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.67KNew |
$225K - $249K
|
3.67K
$242K
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
3.62KNew |
$222K - $246K
|
3.62K
$239K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.55KNew |
$218K - $241K
|
3.55K
$234K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.16KNew |
$194K - $214K
|
3.16K
$208K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.52KNew |
$154K - $171K
|
2.52K
$166K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.83KNew |
$112K - $124K
|
1.83K
$121K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 5.64% |
$95.4K - $106K
|
29.1K
$1.92M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.3K+ 6.7% |
$79.4K - $87.9K
|
20.6K
$1.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
985+ 10.58% |
$60.4K - $66.9K
|
10.3K
$679K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
923New |
$56.6K - $62.6K
|
923
$60.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
843+ 1.96% |
$51.7K - $57.2K
|
43.9K
$2.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
521+ 9.82% |
$32K - $35.4K
|
5.83K
$384K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
287New |
$17.6K - $19.5K
|
287
$18.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
246+ 0.49% |
$15.1K - $16.7K
|
50.1K
$3.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
240New |
$14.7K - $16.3K
|
240
$15.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
220+ 0.39% |
$13.5K - $14.9K
|
56.3K
$3.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
211+ 4.19% |
$12.9K - $14.3K
|
5.25K
$346K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
203+ 0.47% |
$12.4K - $13.8K
|
43.6K
$2.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
187New |
$11.5K - $12.7K
|
187
$12.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
103+ 22.89% |
$6.32K - $6.99K
|
553
$36.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
62+ 0.46% |
$3.8K - $4.21K
|
13.4K
$886K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
59New |
$3.62K - $4K
|
59
$3.89K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
45New |
$2.76K - $3.05K
|
45
$2.97K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
30+ 0.52% |
$1.84K - $2.04K
|
5.77K
$381K
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
30+ 0.28% |
$1.84K - $2.04K
|
10.7K
$704K
|
|
|
Nov 13, 2025
Q3 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
30+ 0.53% |
$1.84K - $2.04K
|
5.67K
$374K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
21+ 0.35% |
$1.29K - $1.43K
|
6.04K
$398K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 0.04% |
$123 - $136
|
4.96K
$327K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.2% |
$61.3 - $67.9
|
84
$5.54K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.85% |
$61.3 - $67.9
|
55
$3.63K
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
50.7K+ 6039.05% |
$2.61M - $3.12M
|
51.6K
$3.4M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.9K+ 43.38% |
$2.46M - $2.95M
|
158K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.5KNew |
$2.08M - $2.49M
|
40.5K
$2.67M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.6K+ 98.33% |
$185K - $221K
|
7.26K
$478K
|
|