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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.36KNew |
$172K - $207K
|
3.36K
$221K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-938- 66.76% |
$48.2K - $57.7K
|
467
$30.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-123- 0.27% |
$6.32K - $7.57K
|
45.3K
$2.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
136New |
$6.99K - $8.37K
|
136
$8.97K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
304+ 7.5% |
$15.6K - $18.7K
|
4.36K
$287K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.8KNew |
$1.44M - $1.64M
|
24.8K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.46KNew |
$201K - $228K
|
3.46K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
480New |
$27.9K - $31.7K
|
480
$31.7K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.61K+ 70.63% |
$151K - $172K
|
6.3K
$415K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.77KNew |
$219K - $249K
|
3.77K
$249K
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1KNew |
$58.1K - $66K
|
1K
$66K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-225- 1.24% |
$13.1K - $14.9K
|
18K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.6K+ 58.38% |
$151K - $172K
|
7.05K
$465K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-71.1K- 96.55% |
$4.13M - $4.69M
|
2.55K
$168K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-4.58K- 57.03% |
$266K - $302K
|
3.45K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-41- 27.33% |
$2.38K - $2.71K
|
109
$7.19K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
31+ 0.91% |
$1.8K - $2.05K
|
3.44K
$227K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
372New |
$23.1K - $25.9K
|
372
$24.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
330New |
$20.5K - $22.9K
|
330
$21.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
333+ 0.42% |
$20.7K - $23.1K
|
80.3K
$5.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.86KNew |
$240K - $268K
|
3.86K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
800New |
$49.8K - $55.6K
|
800
$52.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-11.7K- 62.04% |
$728K - $813K
|
7.16K
$472K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.81KNew |
$299K - $334K
|
4.81K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-90- 2.63% |
$5.6K - $6.26K
|
3.33K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200- 7.41% |
$12.4K - $13.9K
|
2.5K
$165K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
4.05KNew |
$252K - $281K
|
4.05K
$267K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-163- 2.77% |
$10.1K - $11.3K
|
5.73K
$378K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.29KNew |
$267K - $298K
|
4.29K
$283K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-489- 9.59% |
$28K - $31.4K
|
4.61K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-302- 57.63% |
$17.3K - $19.4K
|
222
$14.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27New |
$1.55K - $1.73K
|
27
$1.78K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-200- 57.14% |
$11.5K - $12.8K
|
150
$9.89K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44KNew |
$82.5K - $92.3K
|
1.44K
$95K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
183+ 5.92% |
$10.5K - $11.7K
|
3.28K
$216K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
513+ 13.58% |
$29.4K - $32.9K
|
4.29K
$283K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.15K- 10.02% |
$65.6K - $73.5K
|
10.3K
$679K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-65- 0.05% |
$3.72K - $4.17K
|
141K
$9.3M
|
|
| Q2 2024 | |||||||
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-14.9K- 75.94% |
$834K - $906K
|
4.71K
$311K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3New |
$168 - $183
|
3
$198
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-104- 12.52% |
$5.83K - $6.34K
|
727
$47.9K
|
|
| Q1 2024 | |||||||
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
750New |
$41.9K - $45.9K
|
750
$49.5K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.1KNew |
$676K - $741K
|
12.1K
$798K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-60- 0.56% |
$3.35K - $3.67K
|
10.7K
$705K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.61K- 8.17% |
$90.1K - $98.8K
|
18.2K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-106- 1.63% |
$5.92K - $6.49K
|
6.39K
$421K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
204New |
$11.4K - $12.5K
|
204
$13.5K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.32K- 21.92% |
$73.8K - $80.8K
|
4.71K
$310K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-373- 4.23% |
$20.8K - $22.8K
|
8.44K
$557K
|
|