Latest Institutional Sells of Ishares Morningstar Small Cap (ISCV)
This list provides information on the latest institutional transactions involving Ishares Morningstar Small Cap (ISCV) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-54.5K- 23.56% |
$3.06M - $3.32M
|
177K
$10.8M
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-14.9K- 75.94% |
$834K - $906K
|
4.71K
$288K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.8K- 43.8% |
$608K - $660K
|
13.9K
$850K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9.28K- 60.14% |
$520K - $565K
|
6.15K
$376K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.59K- 5.73% |
$425K - $462K
|
125K
$7.63M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.33K- 6.02% |
$299K - $325K
|
83.2K
$5.09M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.59K- 11.62% |
$258K - $280K
|
34.9K
$2.13M
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.54K- 4.28% |
$198K - $215K
|
79.2K
$4.84M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.23K- 2.82% |
$181K - $197K
|
111K
$6.8M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.07K- 2.2% |
$116K - $126K
|
92K
$5.62M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.61K- 4.55% |
$90.1K - $97.9K
|
33.7K
$2.06M
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.55K- 3.11% |
$86.9K - $94.4K
|
48.3K
$2.95M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.3K- 7.91% |
$72.7K - $79K
|
15.1K
$923K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.25K- 3.07% |
$69.9K - $75.9K
|
39.3K
$2.4M
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.19K- 3.64% |
$67K - $72.7K
|
31.6K
$1.93M
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.1K- 0.57% |
$61.7K - $67K
|
190K
$11.6M
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-825- 4.06% |
$46.3K - $50.3K
|
19.5K
$1.19M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-483- 1.21% |
$27.1K - $29.4K
|
39.5K
$2.42M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-453- 2.55% |
$25.4K - $27.6K
|
17.3K
$1.06M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-336- 2.32% |
$18.8K - $20.5K
|
14.1K
$864K
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
SELL
|
- |
-304- 0.16% |
$17.1K - $18.5K
|
190K
$11.6M
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-300- 2.48% |
$16.8K - $18.3K
|
11.8K
$722K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-295- 0.81% |
$16.5K - $18K
|
36.3K
$2.22M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-256- 14.18% |
$14.4K - $15.6K
|
1.55K
$94.7K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-254- 1.12% |
$14.2K - $15.5K
|
22.4K
$1.37M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-233- 13.04% |
$13.1K - $14.2K
|
1.55K
$95K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-120- 0.65% |
$6.73K - $7.31K
|
18.2K
$1.11M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-110- 1.81% |
$6.17K - $6.7K
|
5.98K
$365K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-107- 0.13% |
$6K - $6.52K
|
83K
$5.07M
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-104- 12.52% |
$5.83K - $6.34K
|
727
$44.4K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-89- 1.68% |
$4.99K - $5.42K
|
5.21K
$318K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-53- 0.32% |
$2.97K - $3.23K
|
16.4K
$1M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-18- 0.47% |
$1.01K - $1.1K
|
3.78K
$231K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.5K- 4.66% |
$1.2M - $1.31M
|
439K
$26.8M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.61K- 8.17% |
$90.1K - $98.8K
|
18.2K
$1.11M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.32K- 21.92% |
$73.8K - $80.8K
|
4.71K
$288K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-404- 9.95% |
$22.6K - $24.7K
|
3.66K
$224K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-396- 34.29% |
$22.1K - $24.2K
|
759
$46.4K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-373- 4.23% |
$20.8K - $22.8K
|
8.44K
$516K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-292- 5.95% |
$16.3K - $17.9K
|
4.62K
$282K
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-182- 1.35% |
$10.2K - $11.1K
|
13.3K
$815K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-106- 1.63% |
$5.92K - $6.49K
|
6.39K
$390K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-60- 0.56% |
$3.35K - $3.67K
|
10.7K
$653K
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-56- 0.53% |
$3.13K - $3.43K
|
10.5K
$640K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10- 11.11% |
$558 - $612
|
80
$4.89K
|
|
Q4 2023 | |||||||
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-4.27K- 7.66% |
$204K - $256K
|
51.5K
$3.14M
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.74K- 8.62% |
$83.1K - $104K
|
18.4K
$1.13M
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.15K- 27.07% |
$54.8K - $68.8K
|
3.09K
$189K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 10.0% |
$14.3K - $18K
|
2.7K
$165K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-217- 4.49% |
$10.4K - $13K
|
4.62K
$282K
|