Latest Institutional Transactions on Ishares Morningstar Small Cap (ISCG)
This table provides information on the latest institutional transactions involving Ishares Morningstar Small Cap (ISCG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
43+ 0.18% |
$2.29K - $2.42K
|
23.5K
$1.26M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10+ 0.19% |
$533 - $563
|
5.4K
$288K
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
250+ 5.72% |
$13.3K - $14.1K
|
4.62K
$247K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12- 0.25% |
$639 - $676
|
4.76K
$254K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-765- 17.0% |
$40.8K - $43.1K
|
3.74K
$199K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-821- 62.2% |
$43.8K - $46.2K
|
499
$26.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
1.43K+ 0.81% |
$76.2K - $80.5K
|
178K
$9.51M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.14K+ 2.86% |
$114K - $120K
|
76.8K
$4.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-182- 2.98% |
$9.7K - $10.2K
|
5.93K
$317K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
4.32KNew |
$230K - $243K
|
4.32K
$231K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-179- 4.07% |
$9.54K - $10.1K
|
4.22K
$225K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-149- 1.56% |
$7.94K - $8.39K
|
9.41K
$502K
|
|
| Q3 2025 | |||||||
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
944+ 0.74% |
$47K - $52.1K
|
128K
$6.83M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-40- 0.71% |
$1.99K - $2.21K
|
5.61K
$299K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.8KNew |
$189K - $210K
|
3.8K
$203K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-571- 5.77% |
$28.5K - $31.5K
|
9.33K
$498K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
4.01KNew |
$200K - $221K
|
4.01K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-110- 0.02% |
$5.48K - $6.07K
|
491K
$26.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.1K- 7.12% |
$902K - $998K
|
236K
$12.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-85.2K- 24.7% |
$4.24M - $4.7M
|
260K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-761- 2.1% |
$37.9K - $42K
|
35.4K
$1.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
75+ 0.61% |
$3.74K - $4.14K
|
12.4K
$661K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
405+ 3.22% |
$20.2K - $22.3K
|
13K
$692K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.08K+ 5.63% |
$303K - $335K
|
114K
$6.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17+ 0.15% |
$847 - $937
|
11.1K
$592K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.8KNew |
$140K - $154K
|
2.8K
$149K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.9K+ 2.9% |
$94.5K - $105K
|
67.4K
$3.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.24K+ 6.67% |
$211K - $234K
|
67.8K
$3.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.45K+ 10.69% |
$172K - $190K
|
35.7K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
25New |
$1.25K - $1.38K
|
25
$1.33K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-80- 23.74% |
$3.99K - $4.41K
|
257
$13.7K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.85K+ 43.97% |
$342K - $378K
|
22.4K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
364+ 5.06% |
$18.1K - $20.1K
|
7.56K
$403K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.85KNew |
$192K - $212K
|
3.85K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.32K+ 1.12% |
$65.6K - $72.6K
|
119K
$6.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.83K+ 0.61% |
$91.1K - $101K
|
302K
$16.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.97K- 17.55% |
$248K - $274K
|
23.4K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-305- 1.64% |
$15.2K - $16.8K
|
18.3K
$975K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.28K- 4.94% |
$163K - $181K
|
63.1K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.12K+ 46.68% |
$205K - $227K
|
13K
$691K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
355K+ 852.06% |
$17.7M - $19.6M
|
397K
$21.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
186New |
$9.27K - $10.3K
|
186
$9.92K
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
7+ 0.08% |
$349 - $386
|
8.35K
$446K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.89K+ 1.91% |
$144K - $159K
|
154K
$8.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
54.8K+ 51.31% |
$2.73M - $3.02M
|
162K
$8.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.11K+ 51.78% |
$255K - $282K
|
15K
$800K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-43- 0.11% |
$2.14K - $2.37K
|
38.8K
$2.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5+ 0.06% |
$249 - $276
|
7.94K
$423K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.02% |
$49.8 - $55.1
|
4.69K
$250K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
646+ 8.77% |
$32.2K - $35.6K
|
8.01K
$428K
|
|