Latest Institutional Purchases of Ishares Morningstar Small Cap (ISCG)
This list provides information on the latest institutional transactions involving Ishares Morningstar Small Cap (ISCG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
646+ 8.77% |
$32.2K - $35.6K
|
8.01K
$428K
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
515+ 0.16% |
$25.7K - $28.4K
|
325K
$17.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
471+ 5.26% |
$23.5K - $26K
|
9.42K
$503K
|
|
|
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
|
Synergy Financial Group, LTD
|
BUY
|
- |
364+ 5.06% |
$18.1K - $20.1K
|
7.56K
$403K
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
245+ 5.43% |
$12.2K - $13.5K
|
4.75K
$254K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
232+ 3.05% |
$11.6K - $12.8K
|
7.85K
$419K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
227+ 5.26% |
$11.3K - $12.5K
|
4.55K
$243K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
186New |
$9.27K - $10.3K
|
186
$9.92K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
177+ 0.21% |
$8.82K - $9.76K
|
83.6K
$4.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
150New |
$7.48K - $8.27K
|
150
$8K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
75+ 0.61% |
$3.74K - $4.14K
|
12.4K
$661K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
66+ 0.59% |
$3.29K - $3.64K
|
11.2K
$600K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
66+ 1.37% |
$3.29K - $3.64K
|
4.87K
$260K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
46+ 0.46% |
$2.29K - $2.54K
|
10.1K
$540K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
36+ 3.79% |
$1.79K - $1.99K
|
986
$52.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
25New |
$1.25K - $1.38K
|
25
$1.33K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
24+ 0.12% |
$1.2K - $1.32K
|
20.3K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17+ 0.15% |
$847 - $937
|
11.1K
$592K
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
13+ 0.12% |
$648 - $717
|
11K
$586K
|
|
|
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
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5+ 0.06% |
$249 - $276
|
7.94K
$423K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.11% |
$199 - $221
|
3.71K
$198K
|
|
|
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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.02% |
$49.8 - $55.1
|
4.69K
$250K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.79% |
$49.8 - $55.1
|
128
$6.83K
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
68.8K+ 4876.03% |
$2.71M - $3.42M
|
70.2K
$3.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.05K+ 106.27% |
$278K - $351K
|
13.7K
$730K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.12KNew |
$163K - $205K
|
4.12K
$220K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.16K+ 2207.69% |
$125K - $157K
|
3.3K
$176K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2KNew |
$79K - $99.7K
|
2K
$107K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.99KNew |
$78.3K - $98.8K
|
1.99K
$106K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
760New |
$30K - $37.8K
|
760
$40.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
384New |
$15.1K - $19.1K
|
384
$20.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
293New |
$11.6K - $14.6K
|
293
$15.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
151+ 5.76% |
$5.96K - $7.51K
|
2.77K
$148K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
135New |
$5.32K - $6.72K
|
135
$7.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
112New |
$4.42K - $5.57K
|
112
$5.98K
|
|
|
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 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
20New |
$789 - $995
|
20
$1.07K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.03% |
$39.4 - $49.8
|
2.93K
$156K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.43% |
$39.4 - $49.8
|
234
$12.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.1KNew |
$760K - $890K
|
17.1K
$912K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
5.74KNew |
$255K - $299K
|
5.74K
$306K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.87KNew |
$216K - $253K
|
4.87K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.15KNew |
$140K - $164K
|
3.15K
$168K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
3.04K+ 11.4% |
$135K - $158K
|
29.7K
$1.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
982New |
$43.6K - $51.1K
|
982
$52.4K
|
|