Purchases and Sales Made in Q4 2025 in Ishares Morningstar Small Cap (ISCG)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCG) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
4.32KNew |
$230K - $243K
|
4.32K
$231K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.14K+ 2.86% |
$114K - $120K
|
76.8K
$4.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
1.43K+ 0.81% |
$76.2K - $80.5K
|
178K
$9.51M
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
250+ 5.72% |
$13.3K - $14.1K
|
4.62K
$247K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
43+ 0.18% |
$2.29K - $2.42K
|
23.5K
$1.26M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10+ 0.19% |
$533 - $563
|
5.4K
$288K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12- 0.25% |
$639 - $676
|
4.76K
$254K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-149- 1.56% |
$7.94K - $8.39K
|
9.41K
$502K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-179- 4.07% |
$9.54K - $10.1K
|
4.22K
$225K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-182- 2.98% |
$9.7K - $10.2K
|
5.93K
$317K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-765- 17.0% |
$40.8K - $43.1K
|
3.74K
$199K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-821- 62.2% |
$43.8K - $46.2K
|
499
$26.6K
|
|