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 |
---|---|---|---|---|---|---|---|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-5- 0.35% |
$255 - $289
|
1.41K
$89.1K
|
|
Q4 2022 | |||||||
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-33- 0.35% |
$1.61K - $1.85K
|
9.4K
$596K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-72.8KClosed |
$3.59M - $4.32M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-8.35KClosed |
$412K - $495K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-5.2KClosed |
$256K - $308K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
SELL
|
- |
-551- 3.45% |
$27.2K - $32.7K
|
15.4K
$979K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-237- 34.5% |
$11.7K - $14K
|
450
$28.5K
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1Closed |
$49.3 - $59.3
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-39.9KClosed |
$2.21M - $2.43M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-36.8KClosed |
$2.04M - $2.24M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-637- 11.53% |
$35.3K - $38.8K
|
4.89K
$310K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-357Closed |
$19.8K - $21.7K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-318- 20.95% |
$17.6K - $19.4K
|
1.2K
$76.1K
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-195Closed |
$10.8K - $11.9K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-36Closed |
$1.99K - $2.19K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-11.9KClosed |
$665K - $738K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-6.29KClosed |
$352K - $391K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-285- 4.08% |
$16K - $17.7K
|
6.7K
$425K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-36Closed |
$2.02K - $2.24K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-137KClosed |
$7.39M - $8.09M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-4.96KClosed |
$268K - $294K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-7.17KClosed |
$402K - $443K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.27KClosed |
$184K - $202K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.35KClosed |
$132K - $145K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.32KClosed |
$74K - $81.5K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-280Closed |
$15.7K - $17.3K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-39Closed |
$2.19K - $2.41K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15Closed |
$841 - $926
|
0
$0
|
|
Q1 2021 | |||||||
Apr 23, 2021
Q1 2021
|
F3 Logic, LLC
|
SELL
|
- |
-3.27KClosed |
$151K - $193K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-637Closed |
$29.3K - $37.6K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-381Closed |
$17.5K - $22.5K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-103Closed |
$4.74K - $6.09K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Concord Wealth Partners
|
SELL
|
- |
-8Closed |
$368 - $473
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.25KClosed |
$44.7K - $58.7K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2Closed |
$71.4 - $93.9
|
0
$0
|
|
Q2 2020 | |||||||
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-83Closed |
$2.16K - $3.36K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.12KClosed |
$77.3K - $151K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-3.08KClosed |
$76.1K - $149K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Family Legacy, Inc.
|
SELL
|
- |
-2.74KClosed |
$67.7K - $132K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.81KClosed |
$44.9K - $87.7K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.45KClosed |
$35.9K - $70.2K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.4KClosed |
$34.5K - $67.5K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.2KClosed |
$29.7K - $58K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-171Closed |
$4.23K - $8.27K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-64Closed |
$1.58K - $3.09K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Ironwood Financial, LLC
|
SELL
|
- |
-57Closed |
$1.41K - $2.76K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-13Closed |
$321 - $628
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-3Closed |
$74.2 - $145
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-281Closed |
$12K - $13.5K
|
0
$0
|