Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
268K+ 22.58% |
$8.64M - $10.1M
|
1.45M
$63.9M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
239K+ 21.58% |
$7.73M - $9.03M
|
1.35M
$59.3M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
141K+ 285.35% |
$4.56M - $5.33M
|
191K
$8.39M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
54.3K+ 108.01% |
$1.75M - $2.05M
|
105K
$4.6M
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
48.8K+ 23.4% |
$1.58M - $1.84M
|
257K
$11.3M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47.7KNew |
$1.54M - $1.8M
|
47.7K
$2.1M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.5K+ 10.16% |
$1.44M - $1.68M
|
482K
$21.2M
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
43.1KNew |
$1.39M - $1.63M
|
43.1K
$1.9M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20.5KNew |
$663K - $775K
|
20.5K
$903K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.6K+ 107.38% |
$440K - $514K
|
26.3K
$1.16M
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
10.1KNew |
$326K - $381K
|
10.1K
$444K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.63K+ 0.09% |
$311K - $363K
|
11M
$483M
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
8.73K+ 7.32% |
$282K - $329K
|
128K
$5.63M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.23KNew |
$266K - $310K
|
8.23K
$362K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.26KNew |
$105K - $123K
|
3.26K
$143K
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.45K+ 936.78% |
$78.9K - $92.2K
|
2.71K
$119K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.61K+ 6.7% |
$51.9K - $60.6K
|
25.6K
$1.13M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.56K+ 1.49% |
$50.3K - $58.8K
|
106K
$4.67M
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.42K+ 8.67% |
$45.9K - $53.5K
|
17.8K
$782K
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
1.16K+ 5.09% |
$37.5K - $43.8K
|
24K
$1.06M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.14K+ 1.67% |
$36.8K - $43K
|
69.4K
$3.05M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.12K+ 1.07% |
$36.1K - $42.1K
|
105K
$4.63M
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
873+ 14.12% |
$28.2K - $32.9K
|
7.06K
$310K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
720+ 2.19% |
$23.2K - $27.2K
|
33.6K
$1.48M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
650+ 41.85% |
$21K - $24.5K
|
2.2K
$96.9K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
554New |
$17.9K - $20.9K
|
554
$24.4K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
273New |
$8.82K - $10.3K
|
273
$12K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
270New |
$8.72K - $10.2K
|
270
$11.9K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
263+ 3.24% |
$8.49K - $9.92K
|
8.38K
$368K
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
157New |
$5.07K - $5.92K
|
157
$6.9K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
157New |
$5.07K - $5.92K
|
157
$6.9K
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
128+ 7.14% |
$4.13K - $4.83K
|
1.92K
$84.4K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
125+ 12.35% |
$4.04K - $4.71K
|
1.14K
$50K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
97+ 1.87% |
$3.13K - $3.66K
|
5.29K
$233K
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
54New |
$1.74K - $2.04K
|
54
$2.37K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
50New |
$1.61K - $1.89K
|
50
$2.2K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
37New |
$1.19K - $1.4K
|
37
$1.63K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32+ 0.29% |
$1.03K - $1.21K
|
11.2K
$492K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
25+ 0.32% |
$807 - $943
|
7.93K
$349K
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
22+ 0.23% |
$710 - $830
|
9.66K
$425K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4+ 0.01% |
$129 - $151
|
35K
$1.54M
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$32.3 - $37.7
|
743
$32.7K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$32.3 - $37.7
|
1
$44
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1- 1.33% |
$32.3 - $37.7
|
74
$3.25K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2Closed |
$64.6 - $75.4
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-17- 0.56% |
$549 - $641
|
3.03K
$133K
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-20- 2.38% |
$646 - $754
|
819
$36K
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-22- 0.25% |
$710 - $830
|
8.78K
$386K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-31Closed |
$1K - $1.17K
|
0
$0
|