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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.6K+ 98.33% |
$185K - $221K
|
7.26K
$478K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.36KNew |
$172K - $207K
|
3.36K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
351+ 67.63% |
$18K - $21.6K
|
870
$57.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
304+ 7.5% |
$15.6K - $18.7K
|
4.36K
$287K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
204New |
$10.5K - $12.6K
|
204
$13.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
136New |
$6.99K - $8.37K
|
136
$8.97K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.28% |
$51.4 - $61.5
|
79
$5.21K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| 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 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.77KNew |
$219K - $249K
|
3.77K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.46KNew |
$201K - $228K
|
3.46K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.61K+ 70.63% |
$151K - $172K
|
6.3K
$415K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.6K+ 58.38% |
$151K - $172K
|
7.05K
$465K
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1KNew |
$58.1K - $66K
|
1K
$66K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
480New |
$27.9K - $31.7K
|
480
$31.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
31+ 0.91% |
$1.8K - $2.05K
|
3.44K
$227K
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.81KNew |
$299K - $334K
|
4.81K
$317K
|
|
|
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
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
4.05KNew |
$252K - $281K
|
4.05K
$267K
|
|
|
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 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
372New |
$23.1K - $25.9K
|
372
$24.5K
|
|
|
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
|
Ae Wealth Management LLC
|
BUY
|
- |
330New |
$20.5K - $22.9K
|
330
$21.8K
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44KNew |
$82.5K - $92.3K
|
1.44K
$95K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
513+ 13.58% |
$29.4K - $32.9K
|
4.29K
$283K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
183+ 5.92% |
$10.5K - $11.7K
|
3.28K
$216K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27New |
$1.55K - $1.73K
|
27
$1.78K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3New |
$168 - $183
|
3
$198
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.1KNew |
$676K - $741K
|
12.1K
$798K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
750New |
$41.9K - $45.9K
|
750
$49.5K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
204New |
$11.4K - $12.5K
|
204
$13.5K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
882New |
$42.1K - $52.9K
|
882
$58.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
882New |
$42.1K - $52.9K
|
882
$58.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
222New |
$10.6K - $13.3K
|
222
$14.6K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
175New |
$8.36K - $10.5K
|
175
$11.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
170New |
$8.12K - $10.2K
|
170
$11.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
169New |
$8.07K - $10.1K
|
169
$11.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 1.27% |
$287 - $360
|
477
$31.5K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.76KNew |
$396K - $449K
|
7.76K
$512K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
204New |
$10.4K - $11.8K
|
204
$13.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$2.55K - $2.89K
|
50
$3.3K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
3.81KNew |
$187K - $206K
|
3.81K
$251K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.22KNew |
$60K - $66.1K
|
1.22K
$80.7K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
351New |
$17.2K - $19K
|
351
$23.1K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
291New |
$14.3K - $15.7K
|
291
$19.2K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
20.8K+ 826.32% |
$1.03M - $1.24M
|
23.3K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
6.38KNew |
$316K - $381K
|
6.38K
$421K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
20New |
$992 - $1.19K
|
20
$1.32K
|
|