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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-239K- 22.49% |
$11.9M - $13.2M
|
823K
$43.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-85.2K- 24.7% |
$4.24M - $4.7M
|
260K
$13.9M
|
|
|
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 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-22K- 8.34% |
$1.1M - $1.22M
|
242K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.1K- 7.12% |
$902K - $998K
|
236K
$12.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-6.68KClosed |
$333K - $369K
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.97K- 17.55% |
$248K - $274K
|
23.4K
$1.25M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3.7K- 28.11% |
$184K - $204K
|
9.45K
$504K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.28K- 4.94% |
$163K - $181K
|
63.1K
$3.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.68K- 19.5% |
$134K - $148K
|
11.1K
$590K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.01K- 48.23% |
$99.9K - $111K
|
2.15K
$115K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.96K- 80.83% |
$97.5K - $108K
|
464
$24.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.6K- 10.94% |
$79.9K - $88.4K
|
13.1K
$697K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.6K- 15.63% |
$79.9K - $88.4K
|
8.65K
$462K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.49K- 25.34% |
$74.4K - $82.3K
|
4.4K
$235K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.1K- 15.19% |
$54.6K - $60.4K
|
6.12K
$326K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.08K- 9.72% |
$54K - $59.8K
|
10.1K
$537K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-923- 1.38% |
$46K - $50.9K
|
65.8K
$3.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-920- 1.94% |
$45.9K - $50.7K
|
46.5K
$2.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-906- 4.18% |
$45.2K - $50K
|
20.8K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-761- 2.1% |
$37.9K - $42K
|
35.4K
$1.89M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-571- 5.77% |
$28.5K - $31.5K
|
9.33K
$498K
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-496- 2.45% |
$24.7K - $27.3K
|
19.7K
$1.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-456- 1.43% |
$22.7K - $25.1K
|
31.4K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-442- 25.09% |
$22K - $24.4K
|
1.32K
$70.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-305- 1.64% |
$15.2K - $16.8K
|
18.3K
$975K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-273- 6.38% |
$13.6K - $15.1K
|
4K
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-219- 4.64% |
$10.9K - $12.1K
|
4.5K
$240K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-216- 3.92% |
$10.8K - $11.9K
|
5.29K
$282K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-215- 4.51% |
$10.7K - $11.9K
|
4.55K
$243K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-179- 1.7% |
$8.92K - $9.87K
|
10.3K
$551K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-110- 0.02% |
$5.48K - $6.07K
|
491K
$26.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-80- 23.74% |
$3.99K - $4.41K
|
257
$13.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-80- 0.32% |
$3.99K - $4.41K
|
24.9K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-62- 0.64% |
$3.09K - $3.42K
|
9.56K
$510K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-61- 1.26% |
$3.04K - $3.36K
|
4.78K
$255K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-52- 1.92% |
$2.59K - $2.87K
|
2.65K
$142K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-43- 0.11% |
$2.14K - $2.37K
|
38.8K
$2.07M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-40- 0.71% |
$1.99K - $2.21K
|
5.61K
$299K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-30- 96.77% |
$1.5K - $1.65K
|
1
$53.4
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-28- 3.11% |
$1.4K - $1.54K
|
871
$46.5K
|
|
| Q2 2025 | |||||||
|
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 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.5K- 5.15% |
$810K - $1.02M
|
378K
$20.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-4.13K- 45.06% |
$163K - $205K
|
5.03K
$268K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-786- 37.84% |
$31K - $39.1K
|
1.29K
$68.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-308- 41.07% |
$12.1K - $15.3K
|
442
$23.6K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-126- 0.29% |
$4.97K - $6.27K
|
43.4K
$2.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-13- 0.12% |
$513 - $647
|
10.5K
$560K
|
|
| Q1 2025 | |||||||
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.07K- 4.26% |
$92K - $108K
|
46.5K
$2.48M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.08K- 16.83% |
$47.9K - $56.1K
|
5.33K
$284K
|
|