Purchases and Sales Made in Q4 2024 in Ishares Morningstar Small Cap (ISCV)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
149KNew |
$9.28M - $10.4M
|
149K
$8.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
73.7KNew |
$4.58M - $5.12M
|
73.7K
$4.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.9K+ 57.94% |
$3.04M - $3.4M
|
133K
$7.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
8.03KNew |
$499K - $558K
|
8.03K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.66K+ 23.47% |
$476K - $532K
|
40.3K
$2.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.81KNew |
$299K - $334K
|
4.81K
$263K
|
|
|
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
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
4.05KNew |
$252K - $281K
|
4.05K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.92K+ 11.36% |
$244K - $272K
|
38.4K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.9K+ 11.66% |
$243K - $271K
|
37.4K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.86KNew |
$240K - $268K
|
3.86K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.69KNew |
$230K - $257K
|
3.69K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.34K+ 3.89% |
$207K - $232K
|
89.1K
$4.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.32KNew |
$206K - $230K
|
3.32K
$181K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.95K+ 150.56% |
$183K - $205K
|
4.9K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.68K+ 6.69% |
$167K - $186K
|
42.8K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2.12K+ 26.21% |
$132K - $147K
|
10.2K
$556K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.79K+ 4.43% |
$111K - $124K
|
42.1K
$2.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.66K+ 24.32% |
$103K - $115K
|
8.49K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.52K+ 4.66% |
$94.6K - $106K
|
34.2K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.32K+ 9.82% |
$82.2K - $91.9K
|
14.8K
$807K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.27K+ 1.46% |
$78.9K - $88.2K
|
88.2K
$4.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
800New |
$49.8K - $55.6K
|
800
$43.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
797+ 1.26% |
$49.6K - $55.4K
|
64.2K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
766+ 2.03% |
$47.7K - $53.2K
|
38.6K
$2.1M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
765+ 8.5% |
$47.6K - $53.2K
|
9.77K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
747+ 0.19% |
$46.5K - $51.9K
|
399K
$21.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
738+ 0.47% |
$45.9K - $51.3K
|
156K
$8.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
450+ 7.32% |
$28K - $31.3K
|
6.6K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
424+ 1.31% |
$26.4K - $29.5K
|
32.7K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
380+ 0.92% |
$23.6K - $26.4K
|
41.6K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
372New |
$23.1K - $25.9K
|
372
$20.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
333+ 0.42% |
$20.7K - $23.1K
|
80.3K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
330New |
$20.5K - $22.9K
|
330
$18K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
252+ 2.25% |
$15.7K - $17.5K
|
11.4K
$624K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
227+ 1.68% |
$14.1K - $15.8K
|
13.7K
$748K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
136+ 0.79% |
$8.46K - $9.45K
|
17.3K
$942K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
59+ 0.12% |
$3.67K - $4.1K
|
49.9K
$2.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
59New |
$3.67K - $4.1K
|
59
$3.22K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
49+ 0.88% |
$3.05K - $3.41K
|
5.59K
$305K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
30+ 1.61% |
$1.87K - $2.09K
|
1.9K
$103K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
27+ 0.48% |
$1.68K - $1.88K
|
5.61K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24+ 12.24% |
$1.49K - $1.67K
|
220
$12K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
10+ 12.2% |
$622 - $695
|
92
$5.02K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.62% |
$249 - $278
|
654
$35.7K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.05% |
$187 - $209
|
5.51K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 0.05% |
$124 - $139
|
4.11K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-6- 0.03% |
$373 - $417
|
17.3K
$943K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-10- 0.02% |
$622 - $695
|
46.1K
$2.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15- 20.0% |
$933 - $1.04K
|
60
$3.27K
|