Purchases and Sales Made in Q4 2021 in Ishares Morningstar Small Cap (ISCV)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
70.1K+ 48.28% |
$3.93M - $4.37M
|
215K
$14.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
46.9KNew |
$2.63M - $2.92M
|
46.9K
$3.14M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.8K+ 1270.65% |
$1.56M - $1.73M
|
29.9K
$2M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.9K+ 4.09% |
$555K - $616K
|
252K
$16.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.12K+ 18.11% |
$343K - $381K
|
39.9K
$2.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.09K+ 3.3% |
$229K - $255K
|
128K
$8.56M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
3.81KNew |
$214K - $237K
|
3.81K
$255K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.64K+ 0.65% |
$204K - $227K
|
561K
$37.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.4KNew |
$191K - $212K
|
3.4K
$227K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.99K+ 31.18% |
$168K - $186K
|
12.6K
$843K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.53K+ 12.23% |
$142K - $158K
|
23.2K
$1.55M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.2KNew |
$123K - $137K
|
2.2K
$147K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.78K+ 176.02% |
$99.6K - $111K
|
2.79K
$187K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
1.65K+ 220.32% |
$92.4K - $103K
|
2.4K
$160K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.33KNew |
$74.3K - $82.5K
|
1.33K
$88.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.22K+ 1.1% |
$68.6K - $76.2K
|
112K
$7.53M
|
|
|
Feb 03, 2022
Q4 2021
|
Matrix Trust CO
|
BUY
|
- |
1.01K+ 0.53% |
$56.7K - $63K
|
190K
$12.7M
|
|
|
Jan 03, 2022
Q4 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
970+ 1.63% |
$54.4K - $60.4K
|
60.3K
$4.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
782+ 0.86% |
$43.9K - $48.7K
|
92K
$6.16M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
612New |
$34.3K - $38.1K
|
612
$41K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
471New |
$26.4K - $29.3K
|
471
$31.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
352+ 2.44% |
$19.7K - $21.9K
|
14.8K
$988K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
318+ 26.5% |
$17.8K - $19.8K
|
1.52K
$102K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
308+ 1.31% |
$17.3K - $19.2K
|
23.8K
$1.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
211+ 1.05% |
$11.8K - $13.1K
|
20.3K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
171+ 4.16% |
$9.59K - $10.6K
|
4.29K
$287K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
117+ 0.99% |
$6.56K - $7.29K
|
12K
$802K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
110New |
$6.17K - $6.85K
|
110
$7.37K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
76+ 0.14% |
$4.26K - $4.73K
|
54K
$3.61M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
28+ 0.18% |
$1.57K - $1.74K
|
16K
$1.07M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
4+ 0.05% |
$224 - $249
|
7.99K
$535K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.38% |
$112 - $125
|
147
$9.84K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.47% |
$56.1 - $62.3
|
215
$14.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11- 0.14% |
$617 - $685
|
7.71K
$516K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11- 5.34% |
$617 - $685
|
195
$13.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-14- 9.79% |
$785 - $872
|
129
$8.64K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21- 0.12% |
$1.18K - $1.31K
|
17.3K
$1.16M
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-26- 0.07% |
$1.46K - $1.62K
|
34.7K
$2.32M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-36Closed |
$2.02K - $2.24K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-38- 0.69% |
$2.13K - $2.37K
|
5.47K
$366K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-60- 21.05% |
$3.36K - $3.74K
|
225
$15.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-78- 1.32% |
$4.37K - $4.86K
|
5.83K
$390K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-101Closed |
$5.66K - $6.29K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-257- 18.27% |
$14.4K - $16K
|
1.15K
$77K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-285- 4.08% |
$16K - $17.7K
|
6.7K
$449K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-295- 0.65% |
$16.5K - $18.4K
|
45.4K
$3.04M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-348Closed |
$19.5K - $21.7K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-392- 4.08% |
$22K - $24.4K
|
9.21K
$617K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-404- 1.93% |
$22.7K - $25.2K
|
20.5K
$1.37M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-437Closed |
$24.5K - $27.2K
|
0
$0
|