Latest Institutional Transactions on Ishares Morningstar Small Cap (ISCG)

ISCG Quotes by TradingView

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
Aug 18, 2022 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
35.4K
New
$1.19M - $1.59M
35.4K $1.62M
Aug 11, 2022 Q2 2022
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-618
Closed
$20.9K - $27.8K
0 $0
Aug 10, 2022 Q2 2022
High Net Worth Advisory Group LLC

Naples, FL
SELL
 -
-41
Closed
$1.38K - $1.84K
0 $0
Aug 02, 2022 Q2 2022
Lincoln National Corp

SELL
 -
-6.08K
Closed
$205K - $273K
0 $0
Aug 01, 2022 Q2 2022
Armbruster Capital Management, Inc.

SELL
 -
-20K
Closed
$676K - $901K
0 $0
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
701
New
$23.7K - $31.5K
701 $32K
Jul 28, 2022 Q2 2022
Gryphon Financial Partners LLC

BUY
 -
390
New
$13.2K - $17.5K
390 $17.8K
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-84
Closed
$2.83K - $3.78K
0 $0
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
20.3K
New
$686K - $914K
20.3K $927K
Jul 13, 2022 Q2 2022
Evanson Asset Management, LLC

SELL
 -
-6K
Closed
$202K - $270K
0 $0
Q1 2022
Sep 20, 2022 Q1 2022
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
6.48K
New
$261K - $324K
6.48K $296K
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
38.6K
New
$1.56M - $1.93M
38.6K $1.76M
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-130
Closed
$5.24K - $6.51K
0 $0
May 13, 2022 Q1 2022
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-47.4K
Closed
$1.91M - $2.37M
0 $0
May 12, 2022 Q1 2022
Tompkins Financial Corp

BUY
 -
1.94K
New
$78.3K - $97.3K
1.94K $88.7K
May 09, 2022 Q1 2022
Csenge Advisory Group

SELL
 -
-15.6K
Closed
$628K - $780K
0 $0
May 05, 2022 Q1 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
343
New
$13.8K - $17.2K
343 $15.7K
May 05, 2022 Q1 2022
Charter Oak Capital Management, LLC

SELL
 -
-438
- 44.33%
$17.7K - $21.9K
550 $25.1K
Apr 29, 2022 Q1 2022
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-300
Closed
$12.1K - $15K
0 $0
Apr 29, 2022 Q1 2022
Searcy Financial Services Inc

SELL
 -
-376K
Closed
$15.2M - $18.8M
0 $0
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-12
Closed
$484 - $601
0 $0
Apr 28, 2022 Q1 2022
Richwood Investment Advisors, LLC

SELL
 -
-960
Closed
$38.7K - $48.1K
0 $0
Apr 12, 2022 Q1 2022
Brookstone Capital Management

SELL
 -
-10.8K
Closed
$437K - $543K
0 $0
Apr 08, 2022 Q1 2022
Monterey Private Wealth, Inc.

SELL
 -
-20.6K
Closed
$829K - $1.03M
0 $0
Apr 08, 2022 Q1 2022
Optimum Investment Advisors

SELL
 -
-1.2K
Closed
$48.4K - $60.1K
0 $0
Q4 2021
Feb 14, 2022 Q4 2021
Ima Wealth, Inc.

Wichita, KS
SELL
 -
-378
Closed
$17.9K - $20.6K
0 $0
Feb 11, 2022 Q4 2021
Gps Wealth Strategies Group, LLC

SELL
 -
-18
Closed
$854 - $981
0 $0
Feb 10, 2022 Q4 2021
Stone X Group Inc.

SELL
 -
-5.34K
Closed
$253K - $291K
0 $0
Feb 08, 2022 Q4 2021
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-6
Closed
$285 - $327
0 $0
Feb 01, 2022 Q4 2021
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-5.29K
Closed
$251K - $288K
0 $0
Q3 2021
Nov 12, 2021 Q3 2021
Insight Advisors, LLC

Newtown, PA
SELL
 -
-4.56K
Closed
$219K - $238K
0 $0
Nov 12, 2021 Q3 2021
Financial Insights, Inc.

SELL
 -
-420
Closed
$20.2K - $21.9K
0 $0
Nov 10, 2021 Q3 2021
Bokf, Na

Tulsa, OK
BUY
 -
9.52K
+ 500.0%
$458K - $497K
11.4K $521K
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
SELL
 -
-687
Closed
$33K - $35.9K
0 $0
Nov 05, 2021 Q3 2021
Truist Financial Corp

SELL
 -
-4.66K
Closed
$224K - $244K
0 $0
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
20K
New
$962K - $1.05M
20K $913K
Nov 02, 2021 Q3 2021
Connecticut Wealth Management, LLC

SELL
 -
-3.85K
Closed
$185K - $201K
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
1.71K
New
$82.2K - $89.3K
1.71K $78K
Q2 2021
Aug 31, 2021 Q2 2021
Leelyn Smith, LLC

Geneva, IL
SELL
 -
-439
Closed
$20.8K - $23.1K
0 $0
Aug 16, 2021 Q2 2021
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-3.62K
Closed
$172K - $190K
0 $0
Aug 13, 2021 Q2 2021
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-26.3K
Closed
$1.25M - $1.38M
0 $0
Aug 12, 2021 Q2 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-4.22K
Closed
$200K - $222K
0 $0
Aug 11, 2021 Q2 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-4.48K
Closed
$212K - $236K
0 $0
Aug 11, 2021 Q2 2021
Calton & Associates, Inc.

SELL
 -
-3.94K
Closed
$187K - $207K
0 $0
Aug 10, 2021 Q2 2021
D.A. Davidson & Co.

SELL
 -
-8.21K
Closed
$389K - $432K
0 $0
Aug 10, 2021 Q2 2021
Centaurus Financial, Inc.

SELL
 -
-854
Closed
$40.5K - $44.9K
0 $0
Aug 10, 2021 Q2 2021
River Tree Advisors, LLC

Winter Park, FL
SELL
 -
-11.6K
Closed
$548K - $608K
0 $0
Aug 10, 2021 Q2 2021
Vicus Capital

State College, PA
SELL
 -
-5.19K
Closed
$246K - $273K
0 $0
Aug 03, 2021 Q2 2021
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-12.6K
Closed
$595K - $660K
0 $0

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