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 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-37- 0.04% |
$1.19K - $1.4K
|
105K
$4.6M
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-41Closed |
$1.32K - $1.55K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-76- 5.74% |
$2.45K - $2.87K
|
1.25K
$54.8K
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-84- 1.02% |
$2.71K - $3.17K
|
8.16K
$359K
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-87Closed |
$2.81K - $3.28K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-96- 1.2% |
$3.1K - $3.62K
|
7.91K
$348K
|
|
Dec 11, 2023
Q2 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-121- 0.28% |
$3.91K - $4.56K
|
43.8K
$1.93M
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-130Closed |
$4.2K - $4.9K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-147- 0.71% |
$4.75K - $5.54K
|
20.6K
$904K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-303- 2.19% |
$9.78K - $11.4K
|
13.5K
$596K
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-311- 1.27% |
$10K - $11.7K
|
24.2K
$1.06M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-372Closed |
$12K - $14K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-432- 1.92% |
$13.9K - $16.3K
|
22K
$969K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-480- 6.38% |
$15.5K - $18.1K
|
7.04K
$310K
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-480- 6.38% |
$15.5K - $18.1K
|
7.04K
$310K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-500Closed |
$16.1K - $18.9K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-543- 0.88% |
$17.5K - $20.5K
|
60.9K
$2.68M
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-604- 4.28% |
$19.5K - $22.8K
|
13.5K
$594K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-806- 11.51% |
$26K - $30.4K
|
6.2K
$273K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-889- 4.38% |
$28.7K - $33.5K
|
19.4K
$854K
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-912- 6.23% |
$29.4K - $34.4K
|
13.7K
$604K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-952- 8.24% |
$30.7K - $35.9K
|
10.6K
$466K
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.04K- 10.81% |
$33.6K - $39.2K
|
8.58K
$377K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.05K- 6.62% |
$33.8K - $39.5K
|
14.8K
$650K
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.07K- 14.19% |
$34.6K - $40.4K
|
6.48K
$285K
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.16K- 9.02% |
$37.3K - $43.6K
|
11.7K
$513K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.34K- 18.09% |
$43.2K - $50.4K
|
6.06K
$266K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.45K- 14.65% |
$46.9K - $54.8K
|
8.47K
$372K
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.58K- 64.04% |
$50.9K - $59.4K
|
885
$38.9K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.79K- 9.02% |
$57.9K - $67.6K
|
18.1K
$795K
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.89K- 6.52% |
$60.9K - $71.1K
|
27K
$1.19M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.9K- 10.93% |
$61.3K - $71.6K
|
15.5K
$680K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.9K- 1.74% |
$61.3K - $71.6K
|
107K
$4.73M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.98K- 9.52% |
$64K - $74.7K
|
18.8K
$828K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.22K- 10.91% |
$71.7K - $83.8K
|
18.1K
$798K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.25K- 3.46% |
$72.6K - $84.7K
|
62.7K
$2.76M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.26KClosed |
$105K - $123K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.31K- 6.38% |
$107K - $125K
|
48.6K
$2.14M
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.32K- 34.21% |
$107K - $125K
|
6.39K
$281K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.92K- 2.95% |
$127K - $148K
|
129K
$5.68M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.03K- 4.26% |
$130K - $152K
|
90.5K
$3.98M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.28K- 5.82% |
$138K - $161K
|
69.1K
$3.04M
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-4.89K- 9.06% |
$158K - $184K
|
49K
$2.16M
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-5.38K- 8.32% |
$174K - $203K
|
59.2K
$2.6M
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-5.46KClosed |
$176K - $206K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.78KClosed |
$187K - $218K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.79KClosed |
$187K - $218K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-5.81KClosed |
$188K - $219K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.9KClosed |
$191K - $223K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-6.28K- 19.95% |
$203K - $237K
|
25.2K
$1.11M
|