Purchases and Sales Made in Q4 2022 in Ishares Morningstar Small Cap (ISCV)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-87- 3.34% |
$4.24K - $4.87K
|
2.52K
$154K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-124- 2.47% |
$6.05K - $6.95K
|
4.89K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 1.12% |
$7.32K - $8.4K
|
13.2K
$807K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-153- 0.83% |
$7.46K - $8.57K
|
18.2K
$1.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-156- 3.43% |
$7.61K - $8.74K
|
4.39K
$268K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-229- 3.64% |
$11.2K - $12.8K
|
6.06K
$370K
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-354- 0.59% |
$17.3K - $19.8K
|
59.8K
$3.65M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-423- 1.3% |
$20.6K - $23.7K
|
32.2K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-496- 2.59% |
$24.2K - $27.8K
|
18.6K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-540- 6.07% |
$26.3K - $30.3K
|
8.36K
$510K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-615- 1.31% |
$30K - $34.5K
|
46.3K
$2.83M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-625- 25.03% |
$30.5K - $35K
|
1.87K
$114K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-650- 4.1% |
$31.7K - $36.4K
|
15.2K
$928K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-973- 12.36% |
$47.5K - $54.5K
|
6.9K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.19K- 7.56% |
$57.8K - $66.4K
|
14.5K
$885K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.41K- 3.93% |
$68.7K - $78.9K
|
34.4K
$2.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.72K- 7.56% |
$84K - $96.5K
|
21.1K
$1.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.33K- 92.76% |
$114K - $131K
|
182
$11.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.91K- 17.43% |
$288K - $331K
|
28K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.34K- 2.62% |
$407K - $467K
|
310K
$18.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-55.7K- 76.69% |
$2.72M - $3.12M
|
16.9K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-82.5K- 50.68% |
$4.02M - $4.62M
|
80.3K
$4.9M
|