Purchases and Sales Made in Q4 2024 in Ishares Morningstar Small Cap (ISCG)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCG) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES MORNINGSTAR SMALL CAP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
116KNew |
$5.59M - $6.26M
|
116K
$5.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.2K+ 9.64% |
$1.65M - $1.85M
|
389K
$19.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
26.7KNew |
$1.29M - $1.44M
|
26.7K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25K+ 6.44% |
$1.2M - $1.35M
|
413K
$21.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
21.3K+ 24.78% |
$1.02M - $1.15M
|
107K
$5.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
20.9K+ 355.96% |
$1.01M - $1.13M
|
26.8K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.7K+ 22.25% |
$950K - $1.06M
|
108K
$5.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.2K+ 4.28% |
$781K - $876K
|
395K
$20.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.8K+ 3.73% |
$761K - $853K
|
439K
$22.5M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.1K+ 145.96% |
$534K - $599K
|
18.7K
$955K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11KNew |
$532K - $597K
|
11K
$565K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11KNew |
$529K - $593K
|
11K
$561K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.37K+ 2.77% |
$452K - $506K
|
348K
$17.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
7.78K+ 5.46% |
$375K - $421K
|
150K
$7.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.24KNew |
$349K - $391K
|
7.24K
$370K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
7.19KNew |
$347K - $389K
|
7.19K
$368K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
6.41KNew |
$309K - $346K
|
6.41K
$328K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
6.02K+ 20.62% |
$290K - $325K
|
35.2K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.15K+ 7.43% |
$248K - $278K
|
74.5K
$3.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5.11KNew |
$247K - $276K
|
5.11K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.81KNew |
$232K - $260K
|
4.81K
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.75KNew |
$229K - $257K
|
4.75K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.25KNew |
$205K - $230K
|
4.25K
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.3KNew |
$159K - $178K
|
3.3K
$169K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.25K+ 4.18% |
$157K - $175K
|
81K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.08K+ 10.97% |
$148K - $166K
|
31.1K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.98K+ 11.37% |
$144K - $161K
|
29.2K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.95K+ 0.27% |
$142K - $159K
|
1.09M
$55.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.41K+ 36.9% |
$116K - $130K
|
8.92K
$457K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.91K+ 13.08% |
$92.1K - $103K
|
16.5K
$845K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.59K+ 11.89% |
$76.8K - $86.1K
|
15K
$767K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.42KNew |
$68.3K - $76.5K
|
1.42K
$72.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.38K+ 7.46% |
$66.5K - $74.6K
|
19.9K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.04K+ 34.3% |
$50.1K - $56.2K
|
4.07K
$208K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
985New |
$47.5K - $53.2K
|
985
$50.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
915+ 40.31% |
$44.1K - $49.4K
|
3.19K
$163K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
863+ 11.96% |
$41.6K - $46.6K
|
8.08K
$413K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
832+ 1.08% |
$40.1K - $45K
|
78.1K
$4M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
784+ 2.69% |
$37.8K - $42.4K
|
30K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
750New |
$36.2K - $40.5K
|
750
$38.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
718+ 7.75% |
$34.6K - $38.8K
|
9.98K
$511K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
588+ 10.52% |
$28.4K - $31.8K
|
6.18K
$316K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
532+ 2.52% |
$25.7K - $28.7K
|
21.7K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
450New |
$21.7K - $24.3K
|
450
$23K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
364+ 0.54% |
$17.6K - $19.7K
|
67.9K
$3.48M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
335+ 0.76% |
$16.2K - $18.1K
|
44.4K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
335+ 6.3% |
$16.2K - $18.1K
|
5.65K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
310+ 0.52% |
$14.9K - $16.7K
|
60.3K
$3.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
199+ 105.85% |
$9.6K - $10.8K
|
387
$19.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
135+ 6.39% |
$6.51K - $7.29K
|
2.25K
$115K
|