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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
882New |
$42.1K - $52.9K
|
882
$55.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
882New |
$42.1K - $52.9K
|
882
$55.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
594New |
$28.4K - $35.6K
|
594
$37.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
222New |
$10.6K - $13.3K
|
222
$14K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
175New |
$8.36K - $10.5K
|
175
$11K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
170New |
$8.12K - $10.2K
|
170
$10.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
169New |
$8.07K - $10.1K
|
169
$10.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 1.27% |
$287 - $360
|
477
$30.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.76KNew |
$396K - $449K
|
7.76K
$489K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2KNew |
$102K - $116K
|
2K
$126K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
443+ 13.62% |
$22.6K - $25.6K
|
3.7K
$233K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
204New |
$10.4K - $11.8K
|
204
$12.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$2.55K - $2.89K
|
50
$3.16K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
3.81KNew |
$187K - $206K
|
3.81K
$240K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.22KNew |
$60K - $66.1K
|
1.22K
$77.2K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
351New |
$17.2K - $19K
|
351
$22.1K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
291New |
$14.3K - $15.7K
|
291
$18.4K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
20.8K+ 826.32% |
$1.03M - $1.24M
|
23.3K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
6.38KNew |
$316K - $381K
|
6.38K
$403K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
180New |
$8.93K - $10.7K
|
180
$11.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
20New |
$992 - $1.19K
|
20
$1.26K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
70.5KNew |
$3.44M - $3.95M
|
70.5K
$4.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
600New |
$29.3K - $33.6K
|
600
$37.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
594New |
$29K - $33.3K
|
594
$37.5K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
456New |
$22.2K - $25.5K
|
456
$28.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
279New |
$13.6K - $15.6K
|
279
$17.6K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
264New |
$12.9K - $14.8K
|
264
$16.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
230New |
$11.2K - $12.9K
|
230
$14.5K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$48.8 - $56
|
1
$63.1
|
|
| Q3 2022 | |||||||
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.57KNew |
$217K - $266K
|
4.57K
$288K
|
|
|
Nov 18, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
2.8KNew |
$133K - $163K
|
2.8K
$177K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.9K+ 6.83% |
$90.1K - $110K
|
29.6K
$1.87M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.25KNew |
$59.2K - $72.5K
|
1.25K
$78.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
200New |
$9.51K - $11.6K
|
200
$12.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
140New |
$6.65K - $8.15K
|
140
$8.83K
|
|
| Q2 2022 | |||||||
|
Aug 18, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.4KNew |
$2.14M - $2.57M
|
43.4K
$2.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
27.4KNew |
$1.35M - $1.62M
|
27.4K
$1.73M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
16.7KNew |
$823K - $990K
|
16.7K
$1.05M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
907New |
$44.7K - $53.8K
|
907
$57.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
863New |
$42.5K - $51.2K
|
863
$54.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
204New |
$10.1K - $12.1K
|
204
$12.9K
|
|
| Q1 2022 | |||||||
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
200New |
$11.1K - $12.2K
|
200
$12.6K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.37% |
$55.4 - $60.9
|
270
$17K
|
|
| Q4 2021 | |||||||
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.2KNew |
$123K - $137K
|
2.2K
$139K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
471New |
$26.4K - $29.3K
|
471
$29.7K
|
|
| Q3 2021 | |||||||
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
759New |
$41.1K - $45K
|
759
$47.9K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
468New |
$25.3K - $27.7K
|
468
$29.5K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
33.5KNew |
$1.88M - $2.07M
|
33.5K
$2.11M
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
BUY
|
- |
2.55K+ 200.0% |
$143K - $158K
|
3.83K
$242K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.55K+ 200.0% |
$143K - $158K
|
3.83K
$242K
|
|