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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
860+ 20.4% |
$38.2K - $44.8K
|
5.08K
$271K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
78+ 7.92% |
$3.47K - $4.06K
|
1.06K
$56.7K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1New |
$44.4 - $52.1
|
1
$53.4
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.42KNew |
$68.3K - $76.5K
|
1.42K
$75.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
450New |
$21.7K - $24.3K
|
450
$24K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
205+ 4.69% |
$9.89K - $11.1K
|
4.58K
$244K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
50New |
$2.41K - $2.7K
|
50
$2.67K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
25New |
$1.21K - $1.35K
|
25
$1.33K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.35% |
$96.4 - $108
|
569
$30.4K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.34K+ 162.68% |
$369K - $409K
|
13.5K
$718K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
464+ 1.22% |
$20.5K - $22.8K
|
38.5K
$2.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
388+ 10.26% |
$17.2K - $19K
|
4.17K
$222K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
24.7KNew |
$1.06M - $1.15M
|
24.7K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
10.1KNew |
$432K - $470K
|
10.1K
$539K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.22KNew |
$223K - $242K
|
5.22K
$278K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.92KNew |
$125K - $136K
|
2.92K
$156K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
424+ 38.83% |
$18.1K - $19.7K
|
1.52K
$80.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
402+ 60.91% |
$17.2K - $18.7K
|
1.06K
$56.7K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
98New |
$4.19K - $4.55K
|
98
$5.23K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
14+ 0.1% |
$599 - $650
|
13.4K
$713K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
15KNew |
$630K - $699K
|
15K
$801K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.04K+ 63.58% |
$169K - $188K
|
10.4K
$554K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.11KNew |
$46.6K - $51.7K
|
1.11K
$59.3K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
180New |
$7.56K - $8.38K
|
180
$9.6K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
48New |
$2.02K - $2.24K
|
48
$2.56K
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
32.9KNew |
$1.17M - $1.47M
|
32.9K
$1.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
30.8KNew |
$1.09M - $1.38M
|
30.8K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
12.8KNew |
$453K - $571K
|
12.8K
$682K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
150New |
$5.31K - $6.7K
|
150
$8K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
76New |
$2.69K - $3.4K
|
76
$4.06K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
30New |
$1.06K - $1.34K
|
30
$1.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.64% |
$106 - $134
|
475
$25.3K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
300New |
$11.4K - $13K
|
300
$16K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
188New |
$7.17K - $8.15K
|
188
$10K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$3.82K - $4.33K
|
100
$5.34K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
57.1KNew |
$2.15M - $2.37M
|
57.1K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
390New |
$14.7K - $16.1K
|
390
$20.8K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
200New |
$7.52K - $8.28K
|
200
$10.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.29% |
$37.6 - $41.4
|
347
$18.5K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.37KNew |
$121K - $141K
|
3.37K
$180K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.5KNew |
$89.7K - $105K
|
2.5K
$133K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.71KNew |
$61.4K - $71.7K
|
1.71K
$91.2K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
722New |
$25.9K - $30.3K
|
722
$38.5K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
690+ 26.74% |
$24.8K - $28.9K
|
3.27K
$174K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
683+ 10.2% |
$24.5K - $28.6K
|
7.38K
$394K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
450New |
$16.2K - $18.9K
|
450
$24K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
343KNew |
$11.8M - $13.3M
|
343K
$18.3M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
92K+ 36.65% |
$3.15M - $3.57M
|
343K
$18.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2KNew |
$68.6K - $77.7K
|
2K
$107K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
192New |
$6.58K - $7.44K
|
192
$10.2K
|
|