Purchases and Sales Made in Q4 2023 in Ishares Morningstar Small Cap (ISCV)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
195KNew |
$9.34M - $11.7M
|
195K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
55KNew |
$2.63M - $3.3M
|
55K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48.7K+ 30.84% |
$2.33M - $2.92M
|
206K
$13.4M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.9K+ 10.54% |
$2.1M - $2.63M
|
460K
$30M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
23.4KNew |
$1.12M - $1.4M
|
23.4K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.1K+ 83.2% |
$817K - $1.03M
|
37.7K
$2.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.7K+ 43.0% |
$510K - $639K
|
35.5K
$2.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
10.5K+ 4.35% |
$501K - $629K
|
252K
$16.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.3K+ 115.53% |
$444K - $558K
|
17.4K
$1.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.82KNew |
$421K - $529K
|
8.82K
$574K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.83K+ 9.4% |
$374K - $469K
|
91.1K
$5.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.49K+ 44.1% |
$358K - $449K
|
24.5K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.38K+ 6.01% |
$257K - $322K
|
94.8K
$6.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.66KNew |
$222K - $279K
|
4.66K
$303K
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
4.63KNew |
$221K - $277K
|
4.63K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.97K+ 31.87% |
$190K - $238K
|
16.4K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.75K+ 5.59% |
$179K - $225K
|
70.9K
$4.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
3.41KNew |
$163K - $205K
|
3.41K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.83K+ 8.83% |
$135K - $170K
|
34.9K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.34K+ 16.74% |
$112K - $140K
|
16.3K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.83KNew |
$87.5K - $110K
|
1.83K
$119K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.67K+ 39.39% |
$79.8K - $100K
|
5.91K
$385K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.62K+ 4.89% |
$77.1K - $96.8K
|
34.6K
$2.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.35K+ 17.45% |
$64.7K - $81.2K
|
9.11K
$594K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.16KNew |
$55.2K - $69.2K
|
1.16K
$75.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
1.11K+ 0.58% |
$53.2K - $66.7K
|
194K
$12.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.03K+ 4.78% |
$49.1K - $61.6K
|
22.5K
$1.47M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
882New |
$42.1K - $52.9K
|
882
$57.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
882New |
$42.1K - $52.9K
|
882
$57.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
594New |
$28.4K - $35.6K
|
594
$38.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
579+ 5.62% |
$27.7K - $34.7K
|
10.9K
$709K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
500New |
$23.9K - $30K
|
500
$32.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
347+ 1.61% |
$16.6K - $20.8K
|
21.9K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
340+ 4.1% |
$16.2K - $20.4K
|
8.64K
$562K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
313+ 6.0% |
$15K - $18.8K
|
5.53K
$360K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
235+ 0.75% |
$11.2K - $14.1K
|
31.5K
$2.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
222New |
$10.6K - $13.3K
|
222
$14.5K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
178New |
$8.5K - $10.7K
|
178
$11.6K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
175New |
$8.36K - $10.5K
|
175
$11.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
170New |
$8.12K - $10.2K
|
170
$11.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
169New |
$8.07K - $10.1K
|
169
$11K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
68+ 1.4% |
$3.25K - $4.08K
|
4.91K
$320K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
66+ 0.95% |
$3.15K - $3.96K
|
7.04K
$458K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
59+ 0.11% |
$2.82K - $3.54K
|
52.7K
$3.43M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
25+ 0.16% |
$1.19K - $1.5K
|
15.9K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.06% |
$621 - $779
|
20.1K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 1.42% |
$430 - $540
|
641
$41.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6+ 0.09% |
$287 - $360
|
6.5K
$423K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 1.27% |
$287 - $360
|
477
$31.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5+ 0.12% |
$239 - $300
|
4.1K
$267K
|