Purchases and Sales Made in Q4 2025 in Ishares Morningstar Small Cap (ISCV)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
101K+ 12.52% |
$6.5M - $6.86M
|
908K
$59.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
2.21K+ 1.19% |
$142K - $150K
|
187K
$12.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.11K+ 12.05% |
$71.2K - $75.1K
|
10.3K
$679K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
428New |
$27.5K - $29K
|
428
$28.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
236+ 4.18% |
$15.2K - $16K
|
5.88K
$388K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
168+ 188.76% |
$10.8K - $11.4K
|
257
$16.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
130New |
$8.36K - $8.82K
|
130
$8.57K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
128New |
$8.24K - $8.68K
|
128
$8.44K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
75New |
$4.83K - $5.09K
|
75
$4.95K
|
|