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 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
985+ 10.58% |
$60.4K - $66.9K
|
10.3K
$679K
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
220+ 0.39% |
$13.5K - $14.9K
|
56.3K
$3.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
70.5K+ 301.0% |
$4.32M - $4.78M
|
93.9K
$6.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
187New |
$11.5K - $12.7K
|
187
$12.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
21+ 0.35% |
$1.29K - $1.43K
|
6.04K
$398K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.52KNew |
$154K - $171K
|
2.52K
$166K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
11.8KNew |
$722K - $799K
|
11.8K
$776K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-847- 1.41% |
$51.9K - $57.5K
|
59.4K
$3.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-327- 3.25% |
$20.1K - $22.2K
|
9.75K
$643K
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
3.62KNew |
$222K - $246K
|
3.62K
$239K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.85% |
$61.3 - $67.9
|
55
$3.63K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
7.94KNew |
$487K - $539K
|
7.94K
$524K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.83KNew |
$112K - $124K
|
1.83K
$121K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
246+ 0.49% |
$15.1K - $16.7K
|
50.1K
$3.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-668- 6.78% |
$41K - $45.3K
|
9.19K
$606K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.43K- 10.03% |
$87.5K - $96.9K
|
12.8K
$844K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
211+ 4.19% |
$12.9K - $14.3K
|
5.25K
$346K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.55KNew |
$218K - $241K
|
3.55K
$234K
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-6.38KClosed |
$391K - $433K
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.4KNew |
$760K - $842K
|
12.4K
$818K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
62+ 0.46% |
$3.8K - $4.21K
|
13.4K
$886K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.54K- 2.39% |
$278K - $308K
|
185K
$12.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.16KNew |
$194K - $214K
|
3.16K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.1K+ 37.32% |
$927K - $1.03M
|
55.6K
$3.67M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.3K+ 6.7% |
$79.4K - $87.9K
|
20.6K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.22K- 12.29% |
$74.6K - $82.6K
|
8.69K
$573K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-156- 2.01% |
$9.57K - $10.6K
|
7.62K
$503K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
287New |
$17.6K - $19.5K
|
287
$18.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-353- 3.65% |
$21.6K - $24K
|
9.32K
$614K
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
8.76K+ 3.11% |
$537K - $595K
|
291K
$19.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-25- 0.69% |
$1.53K - $1.7K
|
3.62K
$239K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
45New |
$2.76K - $3.05K
|
45
$2.97K
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-4.54K- 2.39% |
$278K - $308K
|
185K
$12.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
490K+ 154.58% |
$30.1M - $33.3M
|
807K
$53.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-81- 19.71% |
$4.97K - $5.5K
|
330
$21.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-19- 0.34% |
$1.17K - $1.29K
|
5.65K
$372K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.9K+ 43.38% |
$2.46M - $2.95M
|
158K
$10.4M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.6K+ 98.33% |
$185K - $221K
|
7.26K
$478K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.21K- 30.83% |
$165K - $197K
|
7.2K
$475K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.37K- 3.88% |
$70.1K - $84K
|
33.8K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.5KNew |
$2.08M - $2.49M
|
40.5K
$2.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35- 45.45% |
$1.8K - $2.15K
|
42
$2.77K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
50.7K+ 6039.05% |
$2.61M - $3.12M
|
51.6K
$3.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.28% |
$51.4 - $61.5
|
79
$5.21K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-33- 0.35% |
$1.7K - $2.03K
|
9.4K
$620K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-249- 0.39% |
$12.8K - $15.3K
|
64.2K
$4.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-400- 33.33% |
$20.5K - $24.6K
|
800
$52.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
351+ 67.63% |
$18K - $21.6K
|
870
$57.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
204New |
$10.5K - $12.6K
|
204
$13.5K
|
|