Purchases and Sales Made in Q4 2024 in Ishares Morningstar Small Cap (ISCG)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCG) during Q4 2024. 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 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
120New |
$5.79K - $6.48K
|
120
$6.16K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
119+ 37.9% |
$5.74K - $6.43K
|
433
$22.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
51+ 2.72% |
$2.46K - $2.76K
|
1.93K
$98.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
51+ 0.93% |
$2.46K - $2.76K
|
5.53K
$284K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
34+ 0.64% |
$1.64K - $1.84K
|
5.36K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
28+ 0.36% |
$1.35K - $1.51K
|
7.85K
$403K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
21+ 0.02% |
$1.01K - $1.13K
|
104K
$5.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 0.38% |
$820 - $919
|
4.48K
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 0.31% |
$579 - $648
|
3.91K
$201K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.35% |
$96.4 - $108
|
569
$29.2K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.43% |
$48.2 - $54
|
233
$12K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.0% |
$48.2 - $54
|
32.2K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.03% |
$48.2 - $54
|
3.4K
$174K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2- 0.01% |
$96.4 - $108
|
30.9K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-23- 8.1% |
$1.11K - $1.24K
|
261
$13.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-43- 0.79% |
$2.07K - $2.32K
|
5.42K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-111- 2.31% |
$5.35K - $6K
|
4.7K
$241K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-136- 0.94% |
$6.56K - $7.35K
|
14.4K
$739K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-146- 0.88% |
$7.04K - $7.89K
|
16.5K
$846K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-146- 2.91% |
$7.04K - $7.89K
|
4.87K
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-150- 0.21% |
$7.23K - $8.1K
|
71.4K
$3.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-273- 0.82% |
$13.2K - $14.8K
|
33.2K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-416- 3.17% |
$20.1K - $22.5K
|
12.7K
$653K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-444- 5.13% |
$21.4K - $24K
|
8.21K
$422K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-588- 2.69% |
$28.4K - $31.8K
|
21.2K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-600- 6.0% |
$28.9K - $32.4K
|
9.39K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-677- 0.82% |
$32.6K - $36.6K
|
81.5K
$4.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-724- 5.54% |
$34.9K - $39.1K
|
12.3K
$633K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-725- 0.44% |
$35K - $39.2K
|
166K
$8.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-725- 0.44% |
$35K - $39.2K
|
166K
$8.51M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-871- 6.54% |
$42K - $47.1K
|
12.4K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-878- 8.09% |
$42.3K - $47.4K
|
9.97K
$512K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.06K- 8.3% |
$51.1K - $57.3K
|
11.7K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.08K- 17.19% |
$100K - $112K
|
10K
$514K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.38K- 9.18% |
$115K - $129K
|
23.5K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.77K- 1.67% |
$134K - $150K
|
163K
$8.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.21K- 1.91% |
$155K - $173K
|
165K
$8.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.97K- 9.8% |
$239K - $268K
|
45.7K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.17K- 48.14% |
$298K - $334K
|
6.65K
$341K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.22K- 49.95% |
$300K - $336K
|
6.23K
$320K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.43K- 50.55% |
$358K - $402K
|
7.27K
$373K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.14K- 39.58% |
$393K - $440K
|
12.4K
$638K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.33K- 51.06% |
$402K - $450K
|
7.98K
$410K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.4K- 24.57% |
$741K - $830K
|
47.2K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.2K- 58.27% |
$781K - $875K
|
11.6K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-37.5K- 11.76% |
$1.81M - $2.03M
|
282K
$14.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-38.3K- 12.04% |
$1.84M - $2.07M
|
279K
$14.3M
|