Latest Institutional Purchases of Ishares Morningstar Small Cap (ISCV)
This list provides information on the latest institutional transactions involving Ishares Morningstar Small Cap (ISCV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
|
- |
149KNew |
$9.28M - $10.4M
|
149K
$9.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
73.7KNew |
$4.58M - $5.12M
|
73.7K
$4.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.9K+ 57.94% |
$3.04M - $3.4M
|
133K
$8.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
8.03KNew |
$499K - $558K
|
8.03K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.66K+ 23.47% |
$476K - $532K
|
40.3K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.81KNew |
$299K - $334K
|
4.81K
$305K
|
|
|
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
$272K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
4.05KNew |
$252K - $281K
|
4.05K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.92K+ 11.36% |
$244K - $272K
|
38.4K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.9K+ 11.66% |
$243K - $271K
|
37.4K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.86KNew |
$240K - $268K
|
3.86K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.69KNew |
$230K - $257K
|
3.69K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.34K+ 3.89% |
$207K - $232K
|
89.1K
$5.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.32KNew |
$206K - $230K
|
3.32K
$210K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.95K+ 150.56% |
$183K - $205K
|
4.9K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.68K+ 6.69% |
$167K - $186K
|
42.8K
$2.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2.12K+ 26.21% |
$132K - $147K
|
10.2K
$646K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.79K+ 4.43% |
$111K - $124K
|
42.1K
$2.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.66K+ 24.32% |
$103K - $115K
|
8.49K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.52K+ 4.66% |
$94.6K - $106K
|
34.2K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.32K+ 9.82% |
$82.2K - $91.9K
|
14.8K
$938K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.27K+ 1.46% |
$78.9K - $88.2K
|
88.2K
$5.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
800New |
$49.8K - $55.6K
|
800
$50.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
797+ 1.26% |
$49.6K - $55.4K
|
64.2K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
766+ 2.03% |
$47.7K - $53.2K
|
38.6K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
747+ 0.19% |
$46.5K - $51.9K
|
399K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
738+ 0.47% |
$45.9K - $51.3K
|
156K
$9.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
450+ 7.32% |
$28K - $31.3K
|
6.6K
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
424+ 1.31% |
$26.4K - $29.5K
|
32.7K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
380+ 0.92% |
$23.6K - $26.4K
|
41.6K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
372New |
$23.1K - $25.9K
|
372
$23.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
333+ 0.42% |
$20.7K - $23.1K
|
80.3K
$5.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
330New |
$20.5K - $22.9K
|
330
$20.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
252+ 2.25% |
$15.7K - $17.5K
|
11.4K
$725K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
227+ 1.68% |
$14.1K - $15.8K
|
13.7K
$869K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
136+ 0.79% |
$8.46K - $9.45K
|
17.3K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
59New |
$3.67K - $4.1K
|
59
$3.74K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
59+ 0.12% |
$3.67K - $4.1K
|
49.9K
$3.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
49+ 0.88% |
$3.05K - $3.41K
|
5.59K
$354K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
30+ 1.61% |
$1.87K - $2.09K
|
1.9K
$120K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
27+ 0.48% |
$1.68K - $1.88K
|
5.61K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24+ 12.24% |
$1.49K - $1.67K
|
220
$13.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
10+ 12.2% |
$622 - $695
|
92
$5.83K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.62% |
$249 - $278
|
654
$41.5K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.05% |
$187 - $209
|
5.51K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 0.05% |
$124 - $139
|
4.11K
$261K
|
|
| Q3 2024 | |||||||
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
3.41KNew |
$195K - $219K
|
3.41K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.23KNew |
$185K - $207K
|
3.23K
$205K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44KNew |
$82.5K - $92.3K
|
1.44K
$91.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.1K+ 43.14% |
$63K - $70.5K
|
3.65K
$231K
|
|