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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-28- 1.07% |
$1.72K - $1.9K
|
2.59K
$171K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-29- 0.67% |
$1.78K - $1.97K
|
4.3K
$283K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-63- 1.33% |
$3.86K - $4.28K
|
4.67K
$308K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-79- 2.15% |
$4.85K - $5.36K
|
3.6K
$237K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-80- 3.12% |
$4.91K - $5.43K
|
2.49K
$164K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-81- 19.71% |
$4.97K - $5.5K
|
330
$21.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-115- 2.23% |
$7.05K - $7.81K
|
5.05K
$333K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-156- 2.01% |
$9.57K - $10.6K
|
7.62K
$503K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-156- 2.6% |
$9.57K - $10.6K
|
5.85K
$386K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-180- 1.76% |
$11K - $12.2K
|
10K
$661K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-276- 1.59% |
$16.9K - $18.7K
|
17K
$1.12M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-324- 4.77% |
$19.9K - $22K
|
6.47K
$427K
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-327- 3.25% |
$20.1K - $22.2K
|
9.75K
$643K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-353- 3.65% |
$21.6K - $24K
|
9.32K
$614K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-434- 40.37% |
$26.6K - $29.5K
|
641
$42.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-613- 3.46% |
$37.6K - $41.6K
|
17.1K
$1.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-668- 6.78% |
$41K - $45.3K
|
9.19K
$606K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
SELL
|
- |
-696- 12.52% |
$42.7K - $47.2K
|
4.87K
$321K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-733- 2.06% |
$45K - $49.7K
|
34.8K
$2.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-847- 1.41% |
$51.9K - $57.5K
|
59.4K
$3.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.22K- 12.29% |
$74.6K - $82.6K
|
8.69K
$573K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.43K- 10.03% |
$87.5K - $96.9K
|
12.8K
$844K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.27K- 2.07% |
$201K - $222K
|
155K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.15K- 45.1% |
$254K - $281K
|
5.05K
$333K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.23K- 9.58% |
$260K - $287K
|
40K
$2.64M
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.37K- 9.43% |
$330K - $365K
|
51.6K
$3.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.44K- 10.81% |
$334K - $369K
|
44.9K
$2.96M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-6.38KClosed |
$391K - $433K
|
0
$0
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.5K- 21.94% |
$398K - $441K
|
23.1K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.95K- 4.27% |
$426K - $472K
|
156K
$10.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-15.8K- 81.13% |
$971K - $1.07M
|
3.68K
$243K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.8K- 9.47% |
$1.09M - $1.21M
|
170K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-19.5K- 15.13% |
$1.2M - $1.33M
|
110K
$7.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-27.2K- 59.85% |
$1.67M - $1.84M
|
18.2K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.7K- 11.55% |
$2.5M - $2.77M
|
312K
$20.6M
|
|