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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-16.5K- 23.35% |
$1.02M - $1.14M
|
54.1K
$3.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.3K- 33.02% |
$830K - $927K
|
27.1K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-11.7K- 62.04% |
$728K - $813K
|
7.16K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.66K- 7.65% |
$601K - $671K
|
117K
$7.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.03K- 8.97% |
$562K - $628K
|
91.7K
$5.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.55K- 34.87% |
$346K - $386K
|
10.4K
$677K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.74K- 99.92% |
$295K - $330K
|
4
$261
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.34K- 26.62% |
$270K - $302K
|
12K
$782K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-3.18K- 1.2% |
$198K - $221K
|
261K
$17M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.71K- 13.02% |
$107K - $119K
|
11.5K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-959- 2.01% |
$59.7K - $66.7K
|
46.7K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-731- 7.72% |
$45.5K - $50.8K
|
8.74K
$570K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-644- 20.07% |
$40.1K - $44.8K
|
2.57K
$167K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-463- 4.22% |
$28.8K - $32.2K
|
10.5K
$686K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-212- 0.11% |
$13.2K - $14.7K
|
186K
$12.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-212- 0.11% |
$13.2K - $14.7K
|
186K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200- 7.41% |
$12.4K - $13.9K
|
2.5K
$163K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-163- 2.77% |
$10.1K - $11.3K
|
5.73K
$374K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-143- 2.39% |
$8.9K - $9.94K
|
5.83K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-114- 7.34% |
$7.09K - $7.92K
|
1.44K
$94K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-90- 2.63% |
$5.6K - $6.26K
|
3.33K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-41- 0.94% |
$2.55K - $2.85K
|
4.34K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-40- 0.38% |
$2.49K - $2.78K
|
10.4K
$677K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15- 20.0% |
$933 - $1.04K
|
60
$3.92K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-10- 0.02% |
$622 - $695
|
46.1K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-6- 0.03% |
$373 - $417
|
17.3K
$1.13M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-45.2K- 86.94% |
$2.59M - $2.9M
|
6.79K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.8K- 70.45% |
$561K - $628K
|
4.11K
$268K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.15K- 10.02% |
$65.6K - $73.5K
|
10.3K
$672K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-489- 9.59% |
$28K - $31.4K
|
4.61K
$301K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-447- 4.73% |
$25.6K - $28.7K
|
9K
$588K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-302- 57.63% |
$17.3K - $19.4K
|
222
$14.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-200- 57.14% |
$11.5K - $12.8K
|
150
$9.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-65- 0.05% |
$3.72K - $4.17K
|
141K
$9.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-8- 0.14% |
$458 - $513
|
5.67K
$370K
|
|
| Q2 2024 | |||||||
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-14.9K- 75.94% |
$834K - $906K
|
4.71K
$308K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-825- 4.06% |
$46.3K - $50.3K
|
19.5K
$1.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-120- 0.65% |
$6.73K - $7.31K
|
18.2K
$1.19M
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-104- 12.52% |
$5.83K - $6.34K
|
727
$47.5K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.61K- 8.17% |
$90.1K - $98.8K
|
18.2K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.32K- 21.92% |
$73.8K - $80.8K
|
4.71K
$307K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-404- 9.95% |
$22.6K - $24.7K
|
3.66K
$239K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-396- 34.29% |
$22.1K - $24.2K
|
759
$49.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-373- 4.23% |
$20.8K - $22.8K
|
8.44K
$551K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-106- 1.63% |
$5.92K - $6.49K
|
6.39K
$417K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-60- 0.56% |
$3.35K - $3.67K
|
10.7K
$698K
|
|
| 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
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.74K- 8.62% |
$83.1K - $104K
|
18.4K
$1.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-217- 4.49% |
$10.4K - $13K
|
4.62K
$302K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-150Closed |
$7.65K - $8.68K
|
0
$0
|
|