Purchases and Sales Made in Q3 2023 in Ishares Morningstar Small Cap (ISCV)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-415- 1.98% |
$21.2K - $24K
|
20.6K
$1.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-433- 1.72% |
$22.1K - $25K
|
24.8K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-481- 2.34% |
$24.5K - $27.8K
|
20.1K
$1.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-487- 1.53% |
$24.9K - $28.2K
|
31.3K
$2.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-651- 2.93% |
$33.2K - $37.7K
|
21.6K
$1.4M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-695- 5.29% |
$35.5K - $40.2K
|
12.4K
$806K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-967- 8.84% |
$49.3K - $55.9K
|
9.97K
$645K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-987- 2.9% |
$50.4K - $57.1K
|
33K
$2.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.68K- 9.52% |
$85.8K - $97.3K
|
16K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.46K- 13.38% |
$125K - $142K
|
15.9K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.87K- 33.59% |
$146K - $166K
|
5.67K
$367K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.64K- 24.94% |
$288K - $326K
|
17K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.88K- 53.05% |
$402K - $456K
|
6.97K
$451K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37.3K- 21.14% |
$1.9M - $2.15M
|
139K
$8.99M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.5K- 8.91% |
$2.32M - $2.63M
|
466K
$30.1M
|