Purchases and Sales Made in Q2 2025 in Ishares Morningstar Small Cap (ISCV)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
317KNew |
$16.3M - $19.5M
|
317K
$20.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.9K+ 540.76% |
$2.61M - $3.13M
|
60.3K
$3.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
50.7K+ 6039.05% |
$2.61M - $3.12M
|
51.6K
$3.4M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.9K+ 43.38% |
$2.46M - $2.95M
|
158K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.9K+ 43.38% |
$2.46M - $2.95M
|
158K
$10.4M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
45.9KNew |
$2.36M - $2.83M
|
45.9K
$3.03M
|
|
|
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
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.4K+ 24.83% |
$1.92M - $2.3M
|
188K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.6K+ 19.87% |
$1.11M - $1.33M
|
130K
$8.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
17.3KNew |
$890K - $1.07M
|
17.3K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.7K+ 49.57% |
$857K - $1.03M
|
50.3K
$3.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
16.2K+ 6.1% |
$833K - $997K
|
282K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14K+ 9.37% |
$717K - $859K
|
163K
$10.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
11.4K+ 35.94% |
$585K - $701K
|
43.1K
$2.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
6.44K+ 153.14% |
$331K - $397K
|
10.7K
$702K
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
6.38KNew |
$328K - $393K
|
6.38K
$421K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.34K+ 44.62% |
$275K - $329K
|
17.3K
$1.14M
|
|
|
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
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
3.19K+ 1.71% |
$164K - $196K
|
190K
$12.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.19K+ 1.71% |
$164K - $196K
|
190K
$12.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.26K+ 38.34% |
$116K - $139K
|
8.15K
$537K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.95K+ 5.05% |
$100K - $120K
|
40.5K
$2.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.5K+ 2.76% |
$77.2K - $92.5K
|
56K
$3.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
1.41K+ 33.84% |
$72.2K - $86.5K
|
5.56K
$367K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.28K+ 23.2% |
$65.7K - $78.7K
|
6.79K
$448K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.14K+ 17.1% |
$58.4K - $69.9K
|
7.78K
$513K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.04K+ 12.79% |
$53.5K - $64.1K
|
9.19K
$606K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
842+ 20.47% |
$43.3K - $51.8K
|
4.96K
$327K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
735+ 8.57% |
$37.8K - $45.2K
|
9.31K
$614K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
707+ 3.8% |
$36.3K - $43.5K
|
19.3K
$1.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
672+ 1.93% |
$34.5K - $41.4K
|
35.6K
$2.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
591+ 1.27% |
$30.4K - $36.4K
|
47.3K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
579+ 2.15% |
$29.7K - $35.6K
|
27.6K
$1.82M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
565+ 12.63% |
$29K - $34.8K
|
5.04K
$332K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
505+ 5.51% |
$25.9K - $31.1K
|
9.67K
$638K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
461+ 2.67% |
$23.7K - $28.4K
|
17.7K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
458+ 1.07% |
$23.5K - $28.2K
|
43.4K
$2.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
450New |
$23.1K - $27.7K
|
450
$29.7K
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
201+ 8.31% |
$10.3K - $12.4K
|
2.62K
$173K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
184+ 3.59% |
$9.45K - $11.3K
|
5.31K
$350K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
153+ 2.61% |
$7.86K - $9.42K
|
6.02K
$397K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
136New |
$6.99K - $8.37K
|
136
$8.97K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
124+ 2.95% |
$6.37K - $7.63K
|
4.32K
$285K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
28+ 0.49% |
$1.44K - $1.72K
|
5.74K
$379K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
28+ 0.5% |
$1.44K - $1.72K
|
5.64K
$372K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 0.21% |
$514 - $615
|
4.74K
$312K
|
|