Purchases and Sales Made in Q4 2022 in Ishares Msci Usa Small Cap Mul (SMLF)
This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Mul (SMLF) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA SMALL-CAP MUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
301K+ 8.46% |
$13.9M - $16M
|
3.86M
$269M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
118K+ 976.93% |
$5.43M - $6.27M
|
130K
$9.05M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
114KNew |
$5.25M - $6.07M
|
114K
$7.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
85.2KNew |
$3.92M - $4.53M
|
85.2K
$5.93M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
61.2KNew |
$2.81M - $3.25M
|
61.2K
$4.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
50.6KNew |
$2.33M - $2.69M
|
50.6K
$3.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
47.8KNew |
$2.2M - $2.54M
|
47.8K
$3.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
41KNew |
$1.89M - $2.18M
|
41K
$2.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
39.1K+ 21.25% |
$1.8M - $2.08M
|
223K
$15.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.3K+ 275.04% |
$1.39M - $1.61M
|
41.3K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.5K+ 112.7% |
$1.22M - $1.41M
|
50K
$3.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
18.2K+ 331.19% |
$838K - $969K
|
23.7K
$1.65M
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
12.8K+ 7.01% |
$590K - $682K
|
196K
$13.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.1K+ 0.22% |
$510K - $590K
|
4.95M
$344M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8K+ 30.33% |
$496K - $573K
|
46.3K
$3.22M
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
10.7KNew |
$490K - $567K
|
10.7K
$741K
|
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
10.5KNew |
$483K - $558K
|
10.5K
$731K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.62K+ 179.01% |
$442K - $511K
|
15K
$1.04M
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
9.17KNew |
$421K - $487K
|
9.17K
$638K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.39KNew |
$386K - $446K
|
8.39K
$584K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.54K+ 60.87% |
$347K - $401K
|
19.9K
$1.39M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
7.42KNew |
$341K - $394K
|
7.42K
$516K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.98K+ 60.82% |
$275K - $318K
|
15.8K
$1.1M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.92KNew |
$272K - $315K
|
5.92K
$412K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.55K+ 4.28% |
$255K - $295K
|
135K
$9.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.82K+ 2.16% |
$222K - $256K
|
228K
$15.8M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.78K+ 16.47% |
$220K - $254K
|
33.8K
$2.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
4.78KNew |
$220K - $254K
|
4.78K
$332K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.54KNew |
$209K - $241K
|
4.54K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.34KNew |
$199K - $231K
|
4.34K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.3KNew |
$198K - $228K
|
4.3K
$299K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.29KNew |
$197K - $228K
|
4.29K
$299K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.54K+ 9.59% |
$117K - $135K
|
29K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.19K+ 0.43% |
$101K - $117K
|
510K
$35.5M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.09K+ 62.71% |
$96.3K - $111K
|
5.43K
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.93K+ 34.26% |
$88.8K - $103K
|
7.57K
$527K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.12K+ 6.36% |
$51.4K - $59.4K
|
18.7K
$1.3M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.09K+ 1.9% |
$50K - $57.8K
|
58.4K
$4.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.09K+ 1.9% |
$50K - $57.8K
|
58.4K
$4.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
971+ 14.44% |
$44.6K - $51.6K
|
7.69K
$535K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
737+ 433.53% |
$33.9K - $39.2K
|
907
$63.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
698+ 6.08% |
$32.1K - $37.1K
|
12.2K
$847K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
645+ 3.77% |
$29.7K - $34.3K
|
17.8K
$1.24M
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
520+ 4.54% |
$23.9K - $27.6K
|
12K
$833K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
468+ 6.33% |
$21.5K - $24.9K
|
7.86K
$547K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
402+ 0.1% |
$18.5K - $21.4K
|
414K
$28.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
400New |
$18.4K - $21.3K
|
400
$27.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
378New |
$17.4K - $20.1K
|
378
$26.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
310+ 1.4% |
$14.3K - $16.5K
|
22.4K
$1.56M
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
302+ 0.31% |
$13.9K - $16.1K
|
96.3K
$6.7M
|