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 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.31K+ 1.78% |
$65.2K - $72.1K
|
74.6K
$3.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
922+ 3.04% |
$46K - $50.8K
|
31.2K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.6K- 10.94% |
$79.9K - $88.4K
|
13.1K
$697K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
8.94K+ 177.97% |
$445K - $493K
|
14K
$745K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-219- 4.64% |
$10.9K - $12.1K
|
4.5K
$240K
|
|
|
Nov 07, 2025
Q3 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.82KNew |
$190K - $211K
|
3.82K
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-61- 1.26% |
$3.04K - $3.36K
|
4.78K
$255K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-239K- 22.49% |
$11.9M - $13.2M
|
823K
$43.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
227+ 5.26% |
$11.3K - $12.5K
|
4.55K
$243K
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.26KNew |
$62.6K - $69.3K
|
1.26K
$67.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-28- 3.11% |
$1.4K - $1.54K
|
871
$46.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.27K+ 0.77% |
$113K - $125K
|
298K
$15.9M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-923- 1.38% |
$46K - $50.9K
|
65.8K
$3.51M
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
7.27K+ 8.38% |
$362K - $401K
|
93.9K
$5.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
83.5K+ 78.09% |
$4.16M - $4.6M
|
190K
$10.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-456- 1.43% |
$22.7K - $25.1K
|
31.4K
$1.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-52- 1.92% |
$2.59K - $2.87K
|
2.65K
$142K
|
|
|
Nov 05, 2025
Q3 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
56.1KNew |
$2.8M - $3.1M
|
56.1K
$3M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
5.21K+ 21.51% |
$260K - $287K
|
29.4K
$1.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.1K- 15.19% |
$54.6K - $60.4K
|
6.12K
$326K
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
901+ 0.8% |
$44.9K - $49.7K
|
113K
$6.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-215- 4.51% |
$10.7K - $11.9K
|
4.55K
$243K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
792+ 11.61% |
$39.5K - $43.7K
|
7.61K
$406K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
150New |
$7.48K - $8.27K
|
150
$8K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-216- 3.92% |
$10.8K - $11.9K
|
5.29K
$282K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
11.1K+ 18.64% |
$553K - $612K
|
70.6K
$3.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.55K+ 11.98% |
$127K - $141K
|
23.8K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
126KNew |
$6.26M - $6.92M
|
126K
$6.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
245+ 5.43% |
$12.2K - $13.5K
|
4.75K
$254K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-273- 6.38% |
$13.6K - $15.1K
|
4K
$214K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
4.83KNew |
$241K - $267K
|
4.83K
$258K
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
515+ 0.16% |
$25.7K - $28.4K
|
325K
$17.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.66KNew |
$82.5K - $91.3K
|
1.66K
$88.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.49K- 25.34% |
$74.4K - $82.3K
|
4.4K
$235K
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-496- 2.45% |
$24.7K - $27.3K
|
19.7K
$1.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
13+ 0.12% |
$648 - $717
|
11K
$586K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.01K- 48.23% |
$99.9K - $111K
|
2.15K
$115K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
232+ 3.05% |
$11.6K - $12.8K
|
7.85K
$419K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
24+ 0.12% |
$1.2K - $1.32K
|
20.3K
$1.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-6.68KClosed |
$333K - $369K
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
9.36K+ 5.59% |
$467K - $516K
|
177K
$9.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.36KNew |
$217K - $240K
|
4.36K
$233K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
66+ 1.37% |
$3.29K - $3.64K
|
4.87K
$260K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
50.7KNew |
$2.53M - $2.8M
|
50.7K
$2.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
177+ 0.21% |
$8.82K - $9.76K
|
83.6K
$4.46M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.54K+ 33.92% |
$76.5K - $84.6K
|
6.06K
$323K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4.01KNew |
$200K - $221K
|
4.01K
$214K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.68K- 19.5% |
$134K - $148K
|
11.1K
$590K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.96K- 80.83% |
$97.5K - $108K
|
464
$24.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-442- 25.09% |
$22K - $24.4K
|
1.32K
$70.4K
|
|