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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.7K- 11.55% |
$2.5M - $2.77M
|
312K
$20.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-27.2K- 59.85% |
$1.67M - $1.84M
|
18.2K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-19.5K- 15.13% |
$1.2M - $1.33M
|
110K
$7.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.8K- 9.47% |
$1.09M - $1.21M
|
170K
$11.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-15.8K- 81.13% |
$971K - $1.07M
|
3.68K
$243K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.95K- 4.27% |
$426K - $472K
|
156K
$10.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.5K- 21.94% |
$398K - $441K
|
23.1K
$1.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-6.38KClosed |
$391K - $433K
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.44K- 10.81% |
$334K - $369K
|
44.9K
$2.96M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.37K- 9.43% |
$330K - $365K
|
51.6K
$3.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.54K- 2.39% |
$278K - $308K
|
185K
$12.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-4.54K- 2.39% |
$278K - $308K
|
185K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.23K- 9.58% |
$260K - $287K
|
40K
$2.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.15K- 45.1% |
$254K - $281K
|
5.05K
$333K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.43K- 10.03% |
$87.5K - $96.9K
|
12.8K
$844K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.22K- 12.29% |
$74.6K - $82.6K
|
8.69K
$573K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-847- 1.41% |
$51.9K - $57.5K
|
59.4K
$3.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-733- 2.06% |
$45K - $49.7K
|
34.8K
$2.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
SELL
|
- |
-696- 12.52% |
$42.7K - $47.2K
|
4.87K
$321K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-668- 6.78% |
$41K - $45.3K
|
9.19K
$606K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-613- 3.46% |
$37.6K - $41.6K
|
17.1K
$1.13M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-434- 40.37% |
$26.6K - $29.5K
|
641
$42.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-353- 3.65% |
$21.6K - $24K
|
9.32K
$614K
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-327- 3.25% |
$20.1K - $22.2K
|
9.75K
$643K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-324- 4.77% |
$19.9K - $22K
|
6.47K
$427K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-276- 1.59% |
$16.9K - $18.7K
|
17K
$1.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-180- 1.76% |
$11K - $12.2K
|
10K
$661K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-156- 2.6% |
$9.57K - $10.6K
|
5.85K
$386K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-156- 2.01% |
$9.57K - $10.6K
|
7.62K
$503K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-115- 2.23% |
$7.05K - $7.81K
|
5.05K
$333K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-81- 19.71% |
$4.97K - $5.5K
|
330
$21.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-80- 3.12% |
$4.91K - $5.43K
|
2.49K
$164K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-79- 2.15% |
$4.85K - $5.36K
|
3.6K
$237K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-63- 1.33% |
$3.86K - $4.28K
|
4.67K
$308K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-29- 0.67% |
$1.78K - $1.97K
|
4.3K
$283K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-28- 1.07% |
$1.72K - $1.9K
|
2.59K
$171K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-25- 0.69% |
$1.53K - $1.7K
|
3.62K
$239K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-19- 0.34% |
$1.17K - $1.29K
|
5.65K
$372K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10- 22.22% |
$613 - $679
|
35
$2.31K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-3- 3.26% |
$184 - $204
|
89
$5.87K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.21K- 30.83% |
$165K - $197K
|
7.2K
$475K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.37K- 3.88% |
$70.1K - $84K
|
33.8K
$2.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-938- 66.76% |
$48.2K - $57.7K
|
467
$30.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-400- 33.33% |
$20.5K - $24.6K
|
800
$52.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-249- 0.39% |
$12.8K - $15.3K
|
64.2K
$4.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-123- 0.27% |
$6.32K - $7.57K
|
45.3K
$2.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35- 45.45% |
$1.8K - $2.15K
|
42
$2.77K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-33- 0.35% |
$1.7K - $2.03K
|
9.4K
$620K
|
|
| Q1 2025 | |||||||
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-71.1K- 96.55% |
$4.13M - $4.69M
|
2.55K
$168K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-4.58K- 57.03% |
$266K - $302K
|
3.45K
$228K
|
|