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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
6.41KNew |
$309K - $346K
|
6.41K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
335+ 0.76% |
$16.2K - $18.1K
|
44.4K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.2K+ 4.28% |
$781K - $876K
|
395K
$18.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-588- 2.69% |
$28.4K - $31.8K
|
21.2K
$985K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.4K- 24.57% |
$741K - $830K
|
47.2K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.42KNew |
$68.3K - $76.5K
|
1.42K
$65.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
135+ 6.39% |
$6.51K - $7.29K
|
2.25K
$104K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
119+ 37.9% |
$5.74K - $6.43K
|
433
$20.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-38.3K- 12.04% |
$1.84M - $2.07M
|
279K
$13M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
116KNew |
$5.59M - $6.26M
|
116K
$5.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
784+ 2.69% |
$37.8K - $42.4K
|
30K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
26.7KNew |
$1.29M - $1.44M
|
26.7K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.03% |
$48.2 - $54
|
3.4K
$158K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
51+ 2.72% |
$2.46K - $2.76K
|
1.93K
$89.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.04K+ 34.3% |
$50.1K - $56.2K
|
4.07K
$189K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.3KNew |
$159K - $178K
|
3.3K
$153K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
7.19KNew |
$347K - $389K
|
7.19K
$333K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.77K- 1.67% |
$134K - $150K
|
163K
$7.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.35% |
$96.4 - $108
|
569
$26.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
7.78K+ 5.46% |
$375K - $421K
|
150K
$6.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-725- 0.44% |
$35K - $39.2K
|
166K
$7.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.24KNew |
$349K - $391K
|
7.24K
$335K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-724- 5.54% |
$34.9K - $39.1K
|
12.3K
$572K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
532+ 2.52% |
$25.7K - $28.7K
|
21.7K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-111- 2.31% |
$5.35K - $6K
|
4.7K
$218K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.0% |
$48.2 - $54
|
32.2K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.59K+ 11.89% |
$76.8K - $86.1K
|
15K
$695K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 0.38% |
$820 - $919
|
4.48K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.41K+ 36.9% |
$116K - $130K
|
8.92K
$414K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.33K- 51.06% |
$402K - $450K
|
7.98K
$370K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
21+ 0.02% |
$1.01K - $1.13K
|
104K
$4.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-146- 2.91% |
$7.04K - $7.89K
|
4.87K
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
718+ 7.75% |
$34.6K - $38.8K
|
9.98K
$463K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.22K- 49.95% |
$300K - $336K
|
6.23K
$289K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
34+ 0.64% |
$1.64K - $1.84K
|
5.36K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.25K+ 4.18% |
$157K - $175K
|
81K
$3.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5.11KNew |
$247K - $276K
|
5.11K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-600- 6.0% |
$28.9K - $32.4K
|
9.39K
$436K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.98K+ 11.37% |
$144K - $161K
|
29.2K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
199+ 105.85% |
$9.6K - $10.8K
|
387
$17.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2- 0.01% |
$96.4 - $108
|
30.9K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
6.02K+ 20.62% |
$290K - $325K
|
35.2K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.06K- 8.3% |
$51.1K - $57.3K
|
11.7K
$543K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-136- 0.94% |
$6.56K - $7.35K
|
14.4K
$667K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.38K- 9.18% |
$115K - $129K
|
23.5K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.43K- 50.55% |
$358K - $402K
|
7.27K
$337K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.75KNew |
$229K - $257K
|
4.75K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.15K+ 7.43% |
$248K - $278K
|
74.5K
$3.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-444- 5.13% |
$21.4K - $24K
|
8.21K
$381K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 0.31% |
$579 - $648
|
3.91K
$181K
|