Purchases and Sales Made in Q1 2023 in Ishares Morningstar Small Cap (ISCV)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES MORNINGSTAR SMALL CAP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.67K- 8.99% |
$83K - $99.9K
|
17K
$1.11M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.74K- 5.4% |
$86.1K - $104K
|
30.4K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.86K- 7.54% |
$92.2K - $111K
|
22.8K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.29K- 13.15% |
$114K - $137K
|
15.1K
$989K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.39K- 23.64% |
$118K - $142K
|
7.71K
$504K
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-3.41K- 22.44% |
$169K - $203K
|
11.8K
$770K
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-4.27K- 7.14% |
$212K - $255K
|
55.5K
$3.63M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.09K- 18.19% |
$252K - $304K
|
22.9K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.6K- 4.01% |
$327K - $394K
|
158K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.48K- 1.81% |
$470K - $566K
|
514K
$33.6M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-18.5K- 23.02% |
$916K - $1.1M
|
61.8K
$4.04M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-38.8K- 23.86% |
$1.92M - $2.31M
|
124K
$8.08M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-48.3K- 15.6% |
$2.39M - $2.88M
|
261K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-128K- 20.39% |
$6.36M - $7.66M
|
501K
$32.7M
|