Purchases and Sales Made in Q2 2025 in Ishares Morningstar Small Cap (ISCV)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6+ 0.06% |
$308 - $369
|
9.85K
$650K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
5+ 5.75% |
$257 - $308
|
92
$6.07K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.11% |
$205 - $246
|
3.68K
$242K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.28% |
$51.4 - $61.5
|
79
$5.21K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2- 0.04% |
$103 - $123
|
5.67K
$374K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5- 10.0% |
$257 - $308
|
45
$2.97K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7- 0.01% |
$360 - $431
|
49.9K
$3.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-33- 0.35% |
$1.7K - $2.03K
|
9.4K
$620K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35- 45.45% |
$1.8K - $2.15K
|
42
$2.77K
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-123- 0.27% |
$6.32K - $7.57K
|
45.3K
$2.99M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-246- 37.44% |
$12.6K - $15.1K
|
411
$27.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-249- 0.39% |
$12.8K - $15.3K
|
64.2K
$4.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-300- 7.61% |
$15.4K - $18.5K
|
3.64K
$240K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-325- 3.18% |
$16.7K - $20K
|
9.9K
$653K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-343- 2.35% |
$17.6K - $21.1K
|
14.2K
$938K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-374- 2.72% |
$19.2K - $23K
|
13.4K
$882K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-400- 33.33% |
$20.5K - $24.6K
|
800
$52.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-527- 4.97% |
$27.1K - $32.4K
|
10.1K
$664K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-553- 1.2% |
$28.4K - $34K
|
45.4K
$2.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-938- 66.76% |
$48.2K - $57.7K
|
467
$30.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-949- 15.53% |
$48.8K - $58.4K
|
5.16K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.37K- 3.88% |
$70.1K - $84K
|
33.8K
$2.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.51K- 5.37% |
$129K - $154K
|
44.2K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.21K- 30.83% |
$165K - $197K
|
7.2K
$475K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.06K- 12.06% |
$209K - $250K
|
29.6K
$1.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-5.27K- 33.26% |
$271K - $324K
|
10.6K
$697K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-10.3K- 10.82% |
$529K - $634K
|
85K
$5.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-15.2K- 10.52% |
$780K - $934K
|
129K
$8.52M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.9K- 9.01% |
$1.79M - $2.15M
|
353K
$23.3M
|
|