Purchases and Sales Made in Q4 2024 in Ishares Msci India Small Cap I (SMIN)
This table provides information about the institutional ownership of Ishares Msci India Small Cap I (SMIN) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI INDIA SMALL CAP I.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
957+ 4.67% |
$72.4K - $82.3K
|
21.5K
$1.65M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
837+ 16.43% |
$63.3K - $72K
|
5.93K
$456K
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
771+ 7.14% |
$58.3K - $66.3K
|
11.6K
$890K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
760New |
$57.5K - $65.4K
|
760
$58.4K
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
700+ 3.08% |
$53K - $60.2K
|
23.4K
$1.8M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
410+ 6.12% |
$31K - $35.3K
|
7.11K
$547K
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
384+ 3.48% |
$29.1K - $33K
|
11.4K
$878K
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
324+ 3.66% |
$24.5K - $27.9K
|
9.17K
$705K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
307New |
$23.2K - $26.4K
|
307
$23.6K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
304+ 9.86% |
$23K - $26.1K
|
3.39K
$260K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
300New |
$22.7K - $25.8K
|
300
$23.1K
|
|
Feb 13, 2025
Q4 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
300+ 0.61% |
$22.7K - $25.8K
|
49.6K
$3.81M
|
|
Feb 03, 2025
Q4 2024
|
Van Berkom & Associates Inc.
|
BUY
|
- |
254New |
$19.2K - $21.8K
|
254
$19.5K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
187+ 0.25% |
$14.2K - $16.1K
|
75.3K
$5.79M
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
80New |
$6.05K - $6.88K
|
80
$6.15K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
69+ 1.6% |
$5.22K - $5.93K
|
4.39K
$337K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
57+ 0.73% |
$4.31K - $4.9K
|
7.9K
$607K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
50+ 384.62% |
$3.78K - $4.3K
|
63
$4.84K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
50New |
$3.78K - $4.3K
|
50
$3.84K
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
50New |
$3.78K - $4.3K
|
50
$3.84K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
37New |
$2.8K - $3.18K
|
37
$2.84K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24+ 6.94% |
$1.82K - $2.06K
|
370
$28.4K
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
20+ 6.94% |
$1.51K - $1.72K
|
308
$23.7K
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
19+ 6.81% |
$1.44K - $1.63K
|
298
$22.9K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15New |
$1.14K - $1.29K
|
15
$1.15K
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
13+ 6.84% |
$984 - $1.12K
|
203
$15.6K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12+ 0.06% |
$908 - $1.03K
|
21K
$1.62M
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
11+ 6.75% |
$832 - $946
|
174
$13.4K
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10New |
$757 - $860
|
10
$769
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8New |
$605 - $688
|
8
$615
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6New |
$454 - $516
|
6
$461
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 2.13% |
$75.7 - $86
|
48
$3.69K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1New |
$75.7 - $86
|
1
$76.9
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-30- 15.63% |
$2.27K - $2.58K
|
162
$12.5K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-101Closed |
$7.64K - $8.69K
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-114- 0.34% |
$8.63K - $9.8K
|
33.8K
$2.6M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-161- 9.14% |
$12.2K - $13.8K
|
1.6K
$123K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-211- 2.87% |
$16K - $18.1K
|
7.14K
$549K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-385- 5.74% |
$29.1K - $33.1K
|
6.32K
$486K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-413- 3.01% |
$31.3K - $35.5K
|
13.3K
$1.02M
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-435- 2.83% |
$32.9K - $37.4K
|
14.9K
$1.15M
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-464- 7.26% |
$35.1K - $39.9K
|
5.93K
$456K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-472- 13.94% |
$35.7K - $40.6K
|
2.92K
$224K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-525- 4.08% |
$39.7K - $45.2K
|
12.4K
$950K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-552- 5.14% |
$41.8K - $47.5K
|
10.2K
$784K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-770- 15.45% |
$58.3K - $66.2K
|
4.21K
$324K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-940- 9.68% |
$71.1K - $80.8K
|
8.78K
$675K
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1.14K- 27.5% |
$86.1K - $97.9K
|
3K
$231K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.21K- 6.01% |
$91.4K - $104K
|
18.9K
$1.45M
|