Purchases and Sales Made in Q1 2023 in Ishares Msci Usa Small Cap Min (SMMV)
This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Min (SMMV) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA SMALL-CAP MIN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
388K+ 17.05% |
$12.9M - $14.3M
|
2.66M
$117M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
355K+ 16.11% |
$11.8M - $13M
|
2.56M
$112M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
198K+ 1.77% |
$6.6M - $7.27M
|
11.4M
$500M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
52.8K+ 29.47% |
$1.76M - $1.94M
|
232K
$10.2M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.2K+ 142.36% |
$1.41M - $1.55M
|
71.9K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
37.9K+ 60.0% |
$1.26M - $1.39M
|
101K
$4.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
35.2K+ 158.4% |
$1.17M - $1.29M
|
57.4K
$2.52M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.5K+ 460.82% |
$1.15M - $1.27M
|
41.9K
$1.84M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.5K+ 460.82% |
$1.15M - $1.27M
|
41.9K
$1.84M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.7K+ 18.62% |
$724K - $797K
|
138K
$6.07M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.6KNew |
$622K - $685K
|
18.6K
$820K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
14.3KNew |
$476K - $524K
|
14.3K
$627K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
13.7K+ 10.21% |
$456K - $502K
|
147K
$6.49M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
11.4K+ 34.09% |
$382K - $421K
|
45K
$1.98M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.6KNew |
$356K - $391K
|
10.6K
$468K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.5KNew |
$350K - $386K
|
10.5K
$461K
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
9.65K+ 7.12% |
$322K - $355K
|
145K
$6.39M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.22KNew |
$274K - $302K
|
8.22K
$361K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8K+ 41.32% |
$267K - $294K
|
27.3K
$1.2M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.82K+ 290.74% |
$261K - $288K
|
10.5K
$462K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.51KNew |
$251K - $276K
|
7.51K
$330K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.13K+ 2.36% |
$205K - $226K
|
266K
$11.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.04KNew |
$202K - $222K
|
6.04K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.77K+ 13.31% |
$193K - $212K
|
49.1K
$2.16M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.22K+ 4.76% |
$174K - $192K
|
115K
$5.06M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.65K+ 32.25% |
$155K - $171K
|
19.1K
$839K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.57K+ 26.5% |
$152K - $168K
|
21.8K
$958K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.93K+ 83.63% |
$97.8K - $108K
|
6.43K
$283K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.22K+ 33.47% |
$74.2K - $81.7K
|
8.86K
$390K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.81K+ 2617.39% |
$60.3K - $66.4K
|
1.88K
$82.5K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.66K+ 4.3% |
$55.5K - $61.1K
|
40.3K
$1.77M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.59KNew |
$53.2K - $58.5K
|
1.59K
$70K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.15KNew |
$38.4K - $42.3K
|
1.15K
$50.6K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.04K+ 2818.92% |
$34.8K - $38.4K
|
1.08K
$47.5K
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
935+ 3.14% |
$31.2K - $34.4K
|
30.7K
$1.35M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
848New |
$28.3K - $31.2K
|
848
$37.3K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
575+ 2.86% |
$19.2K - $21.1K
|
20.7K
$909K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
574New |
$19.2K - $21.1K
|
574
$25.2K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
512+ 1.44% |
$17.1K - $18.8K
|
36.1K
$1.59M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
379+ 1.8% |
$12.7K - $13.9K
|
21.5K
$945K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
374+ 4.58% |
$12.5K - $13.8K
|
8.54K
$376K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
361+ 5.57% |
$12.1K - $13.3K
|
6.84K
$301K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
339+ 1.1% |
$11.3K - $12.5K
|
31.1K
$1.37M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
339+ 25.32% |
$11.3K - $12.5K
|
1.68K
$73.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
255+ 1.43% |
$8.52K - $9.38K
|
18.1K
$796K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
197New |
$6.58K - $7.24K
|
197
$8.66K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
186+ 19.94% |
$6.21K - $6.84K
|
1.12K
$49.2K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
185+ 1.17% |
$6.18K - $6.8K
|
16K
$705K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
154+ 2.07% |
$5.14K - $5.66K
|
7.59K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
110New |
$3.67K - $4.04K
|
110
$4.84K
|