Latest Institutional Transactions on Ishares Morningstar Small Cap (ISCV)
This table provides information on the latest institutional transactions involving Ishares Morningstar Small Cap (ISCV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
30+ 0.52% |
$1.84K - $2.04K
|
5.77K
$381K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-434- 40.37% |
$26.6K - $29.5K
|
641
$42.3K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.5K- 21.94% |
$398K - $441K
|
23.1K
$1.52M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.21K+ 13.54% |
$381K - $422K
|
52.1K
$3.44M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
30+ 0.28% |
$1.84K - $2.04K
|
10.7K
$704K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.44K- 10.81% |
$334K - $369K
|
44.9K
$2.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.7K- 11.55% |
$2.5M - $2.77M
|
312K
$20.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.95K- 4.27% |
$426K - $472K
|
156K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.95KNew |
$426K - $472K
|
6.95K
$458K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-79- 2.15% |
$4.85K - $5.36K
|
3.6K
$237K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
923New |
$56.6K - $62.6K
|
923
$60.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.15K- 45.1% |
$254K - $281K
|
5.05K
$333K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-27.2K- 59.85% |
$1.67M - $1.84M
|
18.2K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.23K- 9.58% |
$260K - $287K
|
40K
$2.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.3K+ 106.33% |
$3.08M - $3.41M
|
97.5K
$6.43M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.67KNew |
$225K - $249K
|
3.67K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-19.5K- 15.13% |
$1.2M - $1.33M
|
110K
$7.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-63- 1.33% |
$3.86K - $4.28K
|
4.67K
$308K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 0.04% |
$123 - $136
|
4.96K
$327K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-276- 1.59% |
$16.9K - $18.7K
|
17K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 5.64% |
$95.4K - $106K
|
29.1K
$1.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16KNew |
$983K - $1.09M
|
16K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
103+ 22.89% |
$6.32K - $6.99K
|
553
$36.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.57K+ 3.5% |
$280K - $310K
|
135K
$8.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
49.5K+ 58.22% |
$3.03M - $3.36M
|
134K
$8.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-180- 1.76% |
$11K - $12.2K
|
10K
$661K
|
|
|
Nov 13, 2025
Q3 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
30+ 0.53% |
$1.84K - $2.04K
|
5.67K
$374K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
203+ 0.47% |
$12.4K - $13.8K
|
43.6K
$2.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-613- 3.46% |
$37.6K - $41.6K
|
17.1K
$1.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
240New |
$14.7K - $16.3K
|
240
$15.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.2% |
$61.3 - $67.9
|
84
$5.54K
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-15.8K- 81.13% |
$971K - $1.07M
|
3.68K
$243K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-733- 2.06% |
$45K - $49.7K
|
34.8K
$2.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
59New |
$3.62K - $4K
|
59
$3.89K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10- 22.22% |
$613 - $679
|
35
$2.31K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
521+ 9.82% |
$32K - $35.4K
|
5.83K
$384K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-80- 3.12% |
$4.91K - $5.43K
|
2.49K
$164K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27.2KNew |
$1.67M - $1.85M
|
27.2K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
33.8K+ 194.78% |
$2.07M - $2.29M
|
51.1K
$3.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.8K- 9.47% |
$1.09M - $1.21M
|
170K
$11.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
SELL
|
- |
-696- 12.52% |
$42.7K - $47.2K
|
4.87K
$321K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-29- 0.67% |
$1.78K - $1.97K
|
4.3K
$283K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-156- 2.6% |
$9.57K - $10.6K
|
5.85K
$386K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.37K- 9.43% |
$330K - $365K
|
51.6K
$3.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-3- 3.26% |
$184 - $204
|
89
$5.87K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-324- 4.77% |
$19.9K - $22K
|
6.47K
$427K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
35K+ 331.15% |
$2.15M - $2.38M
|
45.6K
$3.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-115- 2.23% |
$7.05K - $7.81K
|
5.05K
$333K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
843+ 1.96% |
$51.7K - $57.2K
|
43.9K
$2.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-28- 1.07% |
$1.72K - $1.9K
|
2.59K
$171K
|
|