Purchases and Sales Made in Q3 2025 in Ishares Morningstar Small Cap (ISCV)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
490K+ 154.58% |
$30.1M - $33.3M
|
807K
$53.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.1K+ 37.32% |
$927K - $1.03M
|
55.6K
$3.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.4KNew |
$760K - $842K
|
12.4K
$815K
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
8.76K+ 3.11% |
$537K - $595K
|
291K
$19.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.16KNew |
$194K - $214K
|
3.16K
$207K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.3K+ 6.7% |
$79.4K - $87.9K
|
20.6K
$1.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
287New |
$17.6K - $19.5K
|
287
$18.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
62+ 0.46% |
$3.8K - $4.21K
|
13.4K
$883K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
45New |
$2.76K - $3.05K
|
45
$2.96K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-19- 0.34% |
$1.17K - $1.29K
|
5.65K
$371K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-25- 0.69% |
$1.53K - $1.7K
|
3.62K
$238K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-81- 19.71% |
$4.97K - $5.5K
|
330
$21.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-156- 2.01% |
$9.57K - $10.6K
|
7.62K
$501K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-353- 3.65% |
$21.6K - $24K
|
9.32K
$612K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.22K- 12.29% |
$74.6K - $82.6K
|
8.69K
$571K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.43K- 10.03% |
$87.5K - $96.9K
|
12.8K
$841K
|
|
|
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
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-6.38KClosed |
$391K - $433K
|
0
$0
|