Latest Institutional Sells of Ishares Morningstar Small Cap (ISCG)
This list provides information on the latest institutional transactions involving Ishares Morningstar Small Cap (ISCG) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-38.3K- 12.04% |
$1.84M - $2.07M
|
279K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-37.5K- 11.76% |
$1.81M - $2.03M
|
282K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.2K- 58.27% |
$781K - $875K
|
11.6K
$594K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.4K- 24.57% |
$741K - $830K
|
47.2K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.33K- 51.06% |
$402K - $450K
|
7.98K
$409K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.14K- 39.58% |
$393K - $440K
|
12.4K
$637K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.43K- 50.55% |
$358K - $402K
|
7.27K
$372K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.22K- 49.95% |
$300K - $336K
|
6.23K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.17K- 48.14% |
$298K - $334K
|
6.65K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.97K- 9.8% |
$239K - $268K
|
45.7K
$2.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.21K- 1.91% |
$155K - $173K
|
165K
$8.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.77K- 1.67% |
$134K - $150K
|
163K
$8.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.38K- 9.18% |
$115K - $129K
|
23.5K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.08K- 17.19% |
$100K - $112K
|
10K
$513K
|
|
|
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
$599K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-878- 8.09% |
$42.3K - $47.4K
|
9.97K
$511K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-871- 6.54% |
$42K - $47.1K
|
12.4K
$638K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-725- 0.44% |
$35K - $39.2K
|
166K
$8.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-725- 0.44% |
$35K - $39.2K
|
166K
$8.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-724- 5.54% |
$34.9K - $39.1K
|
12.3K
$632K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-677- 0.82% |
$32.6K - $36.6K
|
81.5K
$4.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-600- 6.0% |
$28.9K - $32.4K
|
9.39K
$481K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-588- 2.69% |
$28.4K - $31.8K
|
21.2K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-444- 5.13% |
$21.4K - $24K
|
8.21K
$421K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-416- 3.17% |
$20.1K - $22.5K
|
12.7K
$652K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-273- 0.82% |
$13.2K - $14.8K
|
33.2K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-150- 0.21% |
$7.23K - $8.1K
|
71.4K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-146- 0.88% |
$7.04K - $7.89K
|
16.5K
$845K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-146- 2.91% |
$7.04K - $7.89K
|
4.87K
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-136- 0.94% |
$6.56K - $7.35K
|
14.4K
$737K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-111- 2.31% |
$5.35K - $6K
|
4.7K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-43- 0.79% |
$2.07K - $2.32K
|
5.42K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-23- 8.1% |
$1.11K - $1.24K
|
261
$13.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2- 0.01% |
$96.4 - $108
|
30.9K
$1.58M
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-11K- 29.02% |
$488K - $541K
|
27K
$1.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.52K- 10.38% |
$333K - $369K
|
64.9K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-6.59K- 9.69% |
$292K - $323K
|
61.4K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.07K- 32.95% |
$91.6K - $102K
|
4.22K
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-745- 13.24% |
$33K - $36.6K
|
4.88K
$250K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-412- 98.33% |
$18.2K - $20.2K
|
7
$359
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-83- 17.08% |
$3.67K - $4.07K
|
403
$20.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-41- 0.16% |
$1.81K - $2.01K
|
25K
$1.28M
|
|
| Q2 2024 | |||||||
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-584- 1.19% |
$25K - $27.1K
|
48.6K
$2.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-577- 11.56% |
$24.7K - $26.8K
|
4.42K
$226K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-35.3K- 70.61% |
$1.48M - $1.64M
|
14.7K
$751K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12.4K- 98.19% |
$520K - $577K
|
228
$11.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.13K- 36.69% |
$47.4K - $52.6K
|
1.95K
$99.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-940- 4.89% |
$39.5K - $43.8K
|
18.3K
$937K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-443- 9.09% |
$18.6K - $20.6K
|
4.43K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-255- 81.73% |
$10.7K - $11.9K
|
57
$2.92K
|
|