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 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
3.41KNew |
$195K - $219K
|
3.41K
$229K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.84K+ 42.86% |
$163K - $182K
|
9.47K
$634K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44KNew |
$82.5K - $92.3K
|
1.44K
$96.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.1K+ 43.14% |
$63K - $70.5K
|
3.65K
$244K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
922+ 0.35% |
$52.8K - $59.1K
|
264K
$17.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
651+ 2.06% |
$37.3K - $41.7K
|
32.3K
$2.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
564+ 21.32% |
$32.3K - $36.2K
|
3.21K
$215K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
513+ 13.58% |
$29.4K - $32.9K
|
4.29K
$287K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
335+ 5.16% |
$19.2K - $21.5K
|
6.83K
$457K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
196New |
$11.2K - $12.6K
|
196
$13.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
183+ 5.92% |
$10.5K - $11.7K
|
3.28K
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
134+ 1.0% |
$7.67K - $8.59K
|
13.5K
$902K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35+ 83.33% |
$2K - $2.24K
|
77
$5.16K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
34+ 0.93% |
$1.95K - $2.18K
|
3.7K
$248K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27New |
$1.55K - $1.73K
|
27
$1.81K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.62% |
$229 - $256
|
650
$43.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 0.05% |
$115 - $128
|
4.11K
$275K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.3% |
$57.3 - $64.1
|
78
$5.22K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.89% |
$57.3 - $64.1
|
54
$3.62K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.2K+ 208.72% |
$1.97M - $2.14M
|
52K
$3.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.7K+ 760.66% |
$883K - $959K
|
17.8K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.1KNew |
$286K - $311K
|
5.1K
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.77K+ 30.76% |
$211K - $229K
|
16K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.8K+ 13.34% |
$157K - $171K
|
23.8K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.03KNew |
$114K - $124K
|
2.03K
$136K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.69K+ 2.74% |
$95K - $103K
|
63.6K
$4.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.35K+ 28.92% |
$75.6K - $82.1K
|
6K
$402K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
574+ 9.17% |
$32.2K - $35K
|
6.83K
$458K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
349+ 2.1% |
$19.6K - $21.3K
|
16.9K
$1.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
302+ 136.04% |
$16.9K - $18.4K
|
524
$35.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
150New |
$8.41K - $9.14K
|
150
$10K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
102New |
$5.72K - $6.21K
|
102
$6.83K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
39+ 0.7% |
$2.19K - $2.38K
|
5.59K
$374K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30New |
$1.68K - $1.83K
|
30
$2.01K
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
26+ 0.47% |
$1.46K - $1.58K
|
5.54K
$371K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3New |
$168 - $183
|
3
$201
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$56.1 - $60.9
|
5.54K
$371K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.23% |
$56.1 - $60.9
|
82
$5.49K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.1KNew |
$676K - $741K
|
12.1K
$811K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.59K+ 6.08% |
$424K - $464K
|
132K
$8.87M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
750New |
$41.9K - $45.9K
|
750
$50.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
641+ 147.7% |
$35.8K - $39.2K
|
1.08K
$72K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
256+ 16.53% |
$14.3K - $15.7K
|
1.81K
$121K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
204New |
$11.4K - $12.5K
|
204
$13.7K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
51+ 1.16% |
$2.85K - $3.12K
|
4.45K
$298K
|
|
|
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
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
882New |
$42.1K - $52.9K
|
882
$59.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
882New |
$42.1K - $52.9K
|
882
$59.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
594New |
$28.4K - $35.6K
|
594
$39.8K
|
|