Purchases and Sales Made in Q2 2025 in Ishares Morningstar Small Cap (ISCV)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
317KNew |
$16.3M - $19.5M
|
317K
$19.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 0.21% |
$514 - $615
|
4.74K
$297K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6+ 0.06% |
$308 - $369
|
9.85K
$619K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2- 0.04% |
$103 - $123
|
5.67K
$356K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-246- 37.44% |
$12.6K - $15.1K
|
411
$25.8K
|