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 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
279New |
$13.6K - $15.6K
|
279
$17.5K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
264New |
$12.9K - $14.8K
|
264
$16.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
230New |
$11.2K - $12.9K
|
230
$14.4K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$48.8 - $56
|
1
$62.8
|
|
| Q3 2022 | |||||||
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.57KNew |
$217K - $266K
|
4.57K
$287K
|
|
|
Nov 18, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
2.8KNew |
$133K - $163K
|
2.8K
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.9K+ 6.83% |
$90.1K - $110K
|
29.6K
$1.86M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.25KNew |
$59.2K - $72.5K
|
1.25K
$78.2K
|
|
|
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
$8.79K
|
|
| Q2 2022 | |||||||
|
Aug 18, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.4KNew |
$2.14M - $2.57M
|
43.4K
$2.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
27.4KNew |
$1.35M - $1.62M
|
27.4K
$1.72M
|
|
|
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
$57K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
863New |
$42.5K - $51.2K
|
863
$54.2K
|
|
| 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
$138K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
471New |
$26.4K - $29.3K
|
471
$29.6K
|
|
| Q3 2021 | |||||||
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
759New |
$41.1K - $45K
|
759
$47.7K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
468New |
$25.3K - $27.7K
|
468
$29.4K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
33.5KNew |
$1.88M - $2.07M
|
33.5K
$2.1M
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
BUY
|
- |
2.55K+ 200.0% |
$143K - $158K
|
3.83K
$241K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.55K+ 200.0% |
$143K - $158K
|
3.83K
$241K
|
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.2K+ 200.0% |
$67.3K - $74.1K
|
1.8K
$113K
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
664+ 200.0% |
$37.2K - $41K
|
996
$62.5K
|
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
560+ 200.0% |
$31.4K - $34.6K
|
840
$52.7K
|
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
270New |
$15.1K - $16.7K
|
270
$17K
|
|
|
Aug 13, 2021
Q2 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
186+ 200.0% |
$10.4K - $11.5K
|
279
$17.5K
|
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
78New |
$4.38K - $4.82K
|
78
$4.9K
|
|
|
Jul 27, 2021
Q2 2021
|
Eukles Asset Management
|
BUY
|
- |
78+ 200.0% |
$4.38K - $4.82K
|
117
$7.35K
|
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
48+ 200.0% |
$2.69K - $2.96K
|
72
$4.52K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
45New |
$2.52K - $2.78K
|
45
$2.83K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
41New |
$1.07K - $1.66K
|
41
$2.57K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
3.55KNew |
$179K - $188K
|
3.55K
$223K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$48.2 - $48.9
|
1
$62.8
|
|