Who owns iShares Morningstar Small Core Idx?
- Ticker: ISCB
- CUSIP Number: 464288505
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Morningstar Small Core Idx with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares Morningstar Small Core Idx this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Morgan Stanley | 374k | $18M | 2% | Sep 2023 |
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H D Vest Advisory Services | 189k | $10M | 3% | Dec 2023 |
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LPL Financial | 133k | $6.3M | -2% | Sep 2023 |
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Atria Wealth Solutions | 63k | $3.4M | -1% | Dec 2023 |
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Wells Fargo & Company | 61k | $3.3M | 202% | Dec 2023 |
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Bank of America Corporation | 52k | $2.8M | 4% | Dec 2023 |
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Goldman Sachs Group | 44k | $2.3M | 0% | Dec 2023 |
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Gladstone Institutional Advisory | 43k | $2.3M | 2% | Dec 2023 |
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Goldstein Advisors | 40k | $2.2M | -3% | Dec 2023 |
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Ameriprise Financial | 38k | $1.8M | -3% | Sep 2023 |
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Commonwealth Equity Services | 35k | $1.9M | 45% | Dec 2023 |
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Brand Asset Management Group | 34k | $1.8M | 6% | Dec 2023 |
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Advisor Group Holdings | 31k | $1.7M | -19% | Dec 2023 |
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UBS Group | 31k | $1.7M | 0% | Dec 2023 |
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Rockefeller Capital Management | 29k | $1.6M | 100% | Dec 2023 |
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HighTower Advisors | 27k | $1.4M | 0% | Dec 2023 |
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Rsm Us Wealth Management | 24k | $1.3M | 1% | Dec 2023 |
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Mercer Global Advisors | 23k | $1.2M | -2% | Dec 2023 |
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Nations Financial Group | 22k | $1.2M | 0% | Dec 2023 |
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Aveo Capital Partners | 20k | $1.1M | 0% | Dec 2023 |
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CI Private Wealth | 19k | $1.0M | 2% | Dec 2023 |
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Susquehanna International | 15k | $722k | 104% | Sep 2023 |
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Envestnet Asset Management | 15k | $692k | 15% | Sep 2023 |
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Raymond James Financial Services Advisors | 14k | $732k | -5% | Dec 2023 |
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Richwood Investment Advisors | 13k | $721k | 0% | Dec 2023 |
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Perigon Wealth Management | 11k | $578k | 1% | Dec 2023 |
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Raymond James & Associates | 11k | $572k | -10% | Dec 2023 |
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First Republic Investment Management | 10k | $481k | -1% | Sep 2023 |
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Cambridge Investment Research Advisors | 9.1k | $486k | -4% | Dec 2023 |
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Level Four Advisory Services | 8.7k | $468k | 0% | Dec 2023 |
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Private Advisor | 8.7k | $465k | -5% | Dec 2023 |
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Parsons Capital Management | 8.4k | $450k | 0% | Dec 2023 |
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Citigroup | 8.2k | $441k | 15% | Dec 2023 |
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Pnc Financial Services | 8.0k | $429k | 0% | Dec 2023 |
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Kestra Advisory Services | 7.9k | $426k | 2% | Dec 2023 |
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Financial Network Investment Corporation | 7.9k | $370k | 2% | Sep 2023 |
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Mml Investors Services | 7.6k | $359k | 58% | Sep 2023 |
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Mariner Wealth Advisors | 7.5k | $402k | 24% | Dec 2023 |
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Signature Securities Group Corporation | 7.2k | $387k | 11% | Dec 2023 |
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Royal Bank of Canada | 6.0k | $321k | -76% | Dec 2023 |
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Pps&v Asset Management Consultants | 6.0k | $320k | 1% | Dec 2023 |
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Continuum Wealth Advisors | 4.1k | $221k | 100% | Dec 2023 |
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Janney Montgomery Scott | 4.0k | $215k | 100% | Dec 2023 |
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Beacon Pointe Advisors | 3.9k | $207k | 100% | Dec 2023 |
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Merit Financial Group | 3.8k | $201k | 100% | Dec 2023 |
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Bartlett & Co. | 3.6k | $195k | 0% | Dec 2023 |
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Bartlett & Co. Wealth Management | 3.6k | $195k | 0% | Dec 2023 |
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Franklin Resources | 3.5k | $188k | 0% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 3.3k | $153k | 0% | Sep 2023 |
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Nbc Securities | 2.3k | $122k | 0% | Dec 2023 |
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FinTrust Capital Advisors | 2.1k | $101k | 0% | Sep 2023 |
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Farther Finance Advisors | 1.6k | $83k | 0% | Dec 2023 |
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FMR | 1.3k | $62k | -21% | Sep 2023 |
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Steward Partners Investment Advisory | 1.1k | $61k | 0% | Dec 2023 |
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Matrix Private Capital Group | 792.00 | $38k | 0% | Sep 2023 |
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Brian McDonald | 609.00 | $29k | 100% | Sep 2023 |
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Highlander Capital Management | 608.00 | $33k | 0% | Dec 2023 |
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EverSource Wealth Advisors | 574.00 | $31k | 0% | Dec 2023 |
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Jones Financial Companies, L.L | 423.00 | $20k | 100% | Sep 2023 |
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TSFG | 420.00 | $23k | 0% | Dec 2023 |
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Principal Securities | 416.00 | $22k | 100% | Dec 2023 |
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Colonial Asset Management | 372.00 | $18k | 0% | Sep 2023 |
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Washington Trust Company | 300.00 | $16k | 0% | Dec 2023 |
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Cape Investment Advisory | 300.00 | $16k | 0% | Dec 2023 |
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Global Retirement Partners | 287.00 | $15k | 0% | Dec 2023 |
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Key FInancial | 265.00 | $14k | 100% | Dec 2023 |
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Creative Financial Designs | 230.00 | $12k | 100% | Dec 2023 |
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Huntington National Bank | 224.00 | $12k | 0% | Dec 2023 |
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Archer Investment Corp | 208.00 | $11k | 0% | Dec 2023 |
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Focused Wealth Management | 193.00 | $10k | 1% | Dec 2023 |
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Russell Investments | 119.00 | $6.4k | 1% | Dec 2023 |
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Sunbelt Securities | 80.00 | $4.3k | 0% | Dec 2023 |
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Jpmorgan Chase & Co | 36.00 | $1.9k | 0% | Dec 2023 |
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Who sold out of iShares Morningstar Small Core Idx?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Citadel Advisors | Sep 2023 | 64k | $3.0M |
Milestone Group | Sep 2023 | 856.00 | $41k |
Coastal Investment Advisors | Sep 2023 | 400.00 | $20k |
Westside Investment Management | Sep 2023 | 160.00 | $7.5k |
Cary Street Partner Investment Advisory | Sep 2023 | 120.00 | $5.6k |