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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-179- 1.7% |
$8.92K - $9.87K
|
10.3K
$551K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9+ 0.17% |
$449 - $496
|
5.39K
$288K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
689+ 14.24% |
$34.3K - $38K
|
5.53K
$295K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
852New |
$42.5K - $47K
|
852
$45.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-80- 0.32% |
$3.99K - $4.41K
|
24.9K
$1.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.79% |
$49.8 - $55.1
|
128
$6.83K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-22K- 8.34% |
$1.1M - $1.22M
|
242K
$12.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
9.36K+ 5.59% |
$467K - $516K
|
177K
$9.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-31.7K- 83.93% |
$1.58M - $1.75M
|
6.06K
$323K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
46+ 0.46% |
$2.29K - $2.54K
|
10.1K
$540K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.11% |
$199 - $221
|
3.71K
$198K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-906- 4.18% |
$45.2K - $50K
|
20.8K
$1.11M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3.7K- 28.11% |
$184K - $204K
|
9.45K
$504K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.91KNew |
$195K - $216K
|
3.91K
$209K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-126- 0.29% |
$4.97K - $6.27K
|
43.4K
$2.31M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.03% |
$39.4 - $49.8
|
2.93K
$156K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.1K- 68.26% |
$1.03M - $1.3M
|
12.2K
$649K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.12KNew |
$163K - $205K
|
4.12K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
100+ 38.31% |
$3.94K - $4.98K
|
361
$19.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
56New |
$2.21K - $2.79K
|
56
$2.99K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-13- 0.12% |
$513 - $647
|
10.5K
$560K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
760New |
$30K - $37.8K
|
760
$40.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-308- 41.07% |
$12.1K - $15.3K
|
442
$23.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-786- 37.84% |
$31K - $39.1K
|
1.29K
$68.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
20New |
$789 - $995
|
20
$1.07K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
68.8K+ 4876.03% |
$2.71M - $3.42M
|
70.2K
$3.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.99KNew |
$78.3K - $98.8K
|
1.99K
$106K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2KNew |
$79K - $99.7K
|
2K
$107K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.5K- 5.15% |
$810K - $1.02M
|
378K
$20.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
384New |
$15.1K - $19.1K
|
384
$20.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.16K+ 2207.69% |
$125K - $157K
|
3.3K
$176K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
151+ 5.76% |
$5.96K - $7.51K
|
2.77K
$148K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.05K+ 106.27% |
$278K - $351K
|
13.7K
$730K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
112New |
$4.42K - $5.57K
|
112
$5.98K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
293New |
$11.6K - $14.6K
|
293
$15.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-4.13K- 45.06% |
$163K - $205K
|
5.03K
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
23.5KNew |
$927K - $1.17M
|
23.5K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
135New |
$5.32K - $6.72K
|
135
$7.2K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.43% |
$39.4 - $49.8
|
234
$12.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.37KNew |
$173K - $218K
|
4.37K
$233K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1New |
$44.4 - $52.1
|
1
$53.4
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
5.74KNew |
$255K - $299K
|
5.74K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-36- 24.32% |
$1.6K - $1.87K
|
112
$5.98K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.1KNew |
$760K - $890K
|
17.1K
$912K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.87KNew |
$216K - $253K
|
4.87K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
860+ 20.4% |
$38.2K - $44.8K
|
5.08K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-44- 36.67% |
$1.96K - $2.29K
|
76
$4.06K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.08K- 16.83% |
$47.9K - $56.1K
|
5.33K
$284K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.07K- 4.26% |
$92K - $108K
|
46.5K
$2.48M
|
|