Purchases and Sales Made in Q2 2023 in Ishares Morningstar Small Cap (ISCV)

ISCV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES MORNINGSTAR SMALL CAP .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 14, 2023 Q2 2023
Merriman Wealth Management, LLC

BUY
 -
35.9K
+ 58.09%
$1.76M - $1.94M
97.7K $6.38M
Jul 20, 2023 Q2 2023
Vaughan & CO Securities, Inc.

BUY
 -
22.6K
+ 10.76%
$1.11M - $1.22M
233K $15.2M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
20.6K
New
$1.01M - $1.11M
20.6K $1.34M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
10.3K
+ 2.05%
$504K - $555K
511K $33.4M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
5.89K
+ 4.76%
$289K - $318K
130K $8.46M
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
4.48K
+ 40.49%
$220K - $242K
15.5K $1.01M
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
3.87K
New
$190K - $209K
3.87K $253K
Jul 21, 2023 Q2 2023
Richwood Investment Advisors, LLC

BUY
 -
3.81K
New
$187K - $206K
3.81K $249K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
3.28K
+ 38.7%
$161K - $177K
11.7K $767K
Jul 19, 2023 Q2 2023
Matrix Trust CO

BUY
 -
2.69K
+ 1.45%
$132K - $145K
188K $12.3M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
1.77K
+ 2.73%
$86.6K - $95.4K
66.5K $4.35M
Jul 19, 2023 Q2 2023
Rodgers & Associates, LTD

BUY
 -
1.35K
+ 4.43%
$66.2K - $72.9K
31.8K $2.08M
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
1.22K
+ 41.86%
$60K - $66.1K
4.15K $271K
Sep 26, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
1.22K
New
$60K - $66.1K
1.22K $80K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
649
+ 6.19%
$31.8K - $35.1K
11.1K $728K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
633
+ 2.12%
$31K - $34.2K
30.4K $1.99M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
450
New
$22.1K - $24.3K
450 $29.4K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
434
New
$21.3K - $23.4K
434 $28.3K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
432
+ 1.29%
$21.2K - $23.3K
34K $2.22M
Jul 20, 2023 Q2 2023
Madison Wealth Partners, Inc

BUY
 -
426
+ 8.91%
$20.9K - $23K
5.21K $340K
Jul 27, 2023 Q2 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
387
+ 10.04%
$19K - $20.9K
4.24K $277K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
351
New
$17.2K - $19K
351 $22.9K
Oct 23, 2023 Q2 2023
Slocum, Gordon & CO LLP

Newport, RI
BUY
 -
291
New
$14.3K - $15.7K
291 $19K
Jul 11, 2023 Q2 2023
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
236
+ 0.43%
$11.6K - $12.7K
55.7K $3.64M
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
197
+ 2.55%
$9.66K - $10.6K
7.91K $517K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
177
+ 1.5%
$8.68K - $9.56K
12K $784K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
172
+ 2.75%
$8.44K - $9.29K
6.43K $420K
Aug 02, 2023 Q2 2023
Jackson Creek Investment Advisors LLC

BUY
 -
138
+ 0.66%
$6.77K - $7.45K
21.2K $1.38M
Aug 10, 2023 Q2 2023
Russell Investments Group, Ltd.

BUY
 -
114
New
$5.59K - $6.16K
114 $7.45K
Aug 02, 2023 Q2 2023
Black Diamond Financial, LLC

BUY
 -
43
+ 0.44%
$2.11K - $2.32K
9.83K $642K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
18
+ 0.44%
$883 - $972
4.1K $268K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
10
+ 8.93%
$491 - $540
122 $7.97K
Jul 20, 2023 Q2 2023
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
10
+ 0.12%
$491 - $540
8.54K $558K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
9
+ 0.05%
$441 - $486
18.4K $1.2M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
9
+ 0.21%
$441 - $486
4.29K $280K
Jul 10, 2023 Q2 2023
Rise Advisors, LLC

BUY
 -
3
+ 0.48%
$147 - $162
632 $41.3K
Jul 13, 2023 Q2 2023
Macroview Investment Management LLC

BUY
 -
1
+ 0.45%
$49.1 - $54
222 $14.5K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
SELL
 -
-1
- 1.0%
$49.1 - $54
99 $6.47K
Jul 20, 2023 Q2 2023
Courage Miller Partners, LLC

SELL
 -
-13
- 0.11%
$638 - $702
11.8K $769K
Aug 09, 2023 Q2 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-17
- 10.18%
$834 - $918
150 $9.8K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-22
- 0.16%
$1.08K - $1.19K
14K $913K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

SELL
 -
-36
- 0.14%
$1.77K - $1.94K
25.2K $1.65M
Jul 11, 2023 Q2 2023
Pacific Sun Financial Corp

SELL
 -
-70
- 0.53%
$3.43K - $3.78K
13.1K $858K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

SELL
 -
-155
- 3.68%
$7.6K - $8.37K
4.06K $265K
Aug 09, 2023 Q2 2023
Viewpoint Capital Management LLC

Seattle, WA
SELL
 -
-225
- 0.49%
$11K - $12.2K
46.1K $3.01M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-355
- 6.03%
$17.4K - $19.2K
5.54K $362K
Jul 28, 2023 Q2 2023
Private Trust CO Na

SELL
 -
-462
- 24.68%
$22.7K - $25K
1.41K $92.1K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-468
- 10.3%
$23K - $25.3K
4.08K $266K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-524
- 2.51%
$25.7K - $28.3K
20.3K $1.33M

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