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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.2K+ 208.72% |
$1.97M - $2.14M
|
52K
$3.18M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.1K+ 18.56% |
$1.24M - $1.35M
|
141K
$8.63M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.7K+ 760.66% |
$883K - $959K
|
17.8K
$1.09M
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
8.11K+ 3.18% |
$455K - $494K
|
263K
$16.1M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.1KNew |
$286K - $311K
|
5.1K
$311K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.6K+ 243.08% |
$258K - $280K
|
6.49K
$397K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.47K+ 64.19% |
$251K - $272K
|
11.4K
$699K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
3.78K+ 4340.23% |
$212K - $230K
|
3.86K
$236K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.77K+ 30.76% |
$211K - $229K
|
16K
$979K
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
3.67KNew |
$206K - $223K
|
3.67K
$224K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.8K+ 13.34% |
$157K - $171K
|
23.8K
$1.46M
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.55KNew |
$143K - $155K
|
2.55K
$156K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.03KNew |
$114K - $124K
|
2.03K
$124K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.69K+ 2.74% |
$95K - $103K
|
63.6K
$3.88M
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.35K+ 28.92% |
$75.6K - $82.1K
|
6K
$367K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.16K+ 78.6% |
$65.3K - $70.9K
|
2.65K
$162K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
574+ 9.17% |
$32.2K - $35K
|
6.83K
$418K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
528+ 8.66% |
$29.6K - $32.2K
|
6.63K
$405K
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
418+ 3.84% |
$23.4K - $25.5K
|
11.3K
$690K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
349+ 2.1% |
$19.6K - $21.3K
|
16.9K
$1.04M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
302+ 136.04% |
$16.9K - $18.4K
|
524
$32K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
193+ 2.09% |
$10.8K - $11.8K
|
9.45K
$577K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
188+ 0.57% |
$10.5K - $11.5K
|
33.4K
$2.04M
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
150New |
$8.41K - $9.14K
|
150
$9.17K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
102New |
$5.72K - $6.21K
|
102
$6.23K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
53New |
$2.97K - $3.23K
|
53
$3.24K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
46+ 0.09% |
$2.58K - $2.8K
|
52.8K
$3.23M
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
39+ 0.7% |
$2.19K - $2.38K
|
5.59K
$341K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30New |
$1.68K - $1.83K
|
30
$1.83K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 0.08% |
$224 - $244
|
4.84K
$296K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3New |
$168 - $183
|
3
$183
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.47% |
$168 - $183
|
646
$39.5K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 0.05% |
$112 - $122
|
4.11K
$251K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$56.1 - $60.9
|
5.54K
$339K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.23% |
$56.1 - $60.9
|
82
$5.01K
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1+ 0.02% |
$56.1 - $60.9
|
5.68K
$347K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.1KNew |
$676K - $741K
|
12.1K
$740K
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
884+ 19.1% |
$49.4K - $54.1K
|
5.51K
$337K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
750New |
$41.9K - $45.9K
|
750
$45.8K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
641+ 147.7% |
$35.8K - $39.2K
|
1.08K
$65.7K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
350New |
$19.5K - $21.4K
|
350
$21.4K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
204New |
$11.4K - $12.5K
|
204
$12.5K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
51+ 1.16% |
$2.85K - $3.12K
|
4.45K
$272K
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
30+ 0.07% |
$1.68K - $1.84K
|
46.1K
$2.82M
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.32% |
$55.8 - $61.2
|
77
$4.71K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
23.4KNew |
$1.12M - $1.4M
|
23.4K
$1.43M
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
3.41KNew |
$163K - $205K
|
3.41K
$209K
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.67K+ 39.39% |
$79.8K - $100K
|
5.91K
$361K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
882New |
$42.1K - $52.9K
|
882
$53.9K
|