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 |
|---|---|---|---|---|---|---|---|
|
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
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
4.01KNew |
$200K - $221K
|
4.01K
$214K
|
|
|
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 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
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-110- 0.02% |
$5.48K - $6.07K
|
491K
$26.2M
|
|
|
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
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-62- 0.64% |
$3.09K - $3.42K
|
9.56K
$510K
|
|
|
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
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-30- 96.77% |
$1.5K - $1.65K
|
1
$53.4
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.08K- 9.72% |
$54K - $59.8K
|
10.1K
$537K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.5% |
$49.8 - $55.1
|
201
$10.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.55K+ 5.12% |
$177K - $196K
|
72.9K
$3.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
66+ 0.59% |
$3.29K - $3.64K
|
11.2K
$600K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
36+ 3.79% |
$1.79K - $1.99K
|
986
$52.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.6K- 15.63% |
$79.9K - $88.4K
|
8.65K
$462K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-920- 1.94% |
$45.9K - $50.7K
|
46.5K
$2.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.3K+ 18.47% |
$4M - $4.43M
|
515K
$27.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.5KNew |
$673K - $744K
|
13.5K
$720K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
471+ 5.26% |
$23.5K - $26K
|
9.42K
$503K
|
|