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 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.45KClosed |
$208K - $243K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-6.76KClosed |
$218K - $255K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Brickley Wealth Management
|
SELL
|
- |
-7.06K- 5.19% |
$228K - $266K
|
129K
$5.71M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.45KClosed |
$240K - $281K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.72K- 5.44% |
$249K - $291K
|
134K
$5.94M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.98K- 28.88% |
$258K - $301K
|
19.7K
$871K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-8.01K- 81.93% |
$259K - $302K
|
1.77K
$78.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.28K- 99.78% |
$267K - $312K
|
18
$798
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-10.1KClosed |
$326K - $381K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13.5K- 31.42% |
$437K - $511K
|
29.6K
$1.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.7K- 4.65% |
$476K - $555K
|
302K
$13.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16.1K- 6.4% |
$520K - $608K
|
236K
$10.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-22.7KClosed |
$734K - $857K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.3K- 7.9% |
$880K - $1.03M
|
318K
$14.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-32.8K- 33.31% |
$1.06M - $1.24M
|
65.8K
$2.92M
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-33.9K- 59.15% |
$1.1M - $1.28M
|
23.4K
$1.04M
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-34.4KClosed |
$1.11M - $1.3M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44.2K- 87.87% |
$1.43M - $1.67M
|
6.11K
$271K
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-75.2K- 50.6% |
$2.43M - $2.84M
|
73.5K
$3.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-84.8K- 6.07% |
$2.74M - $3.2M
|
1.31M
$58.1M
|
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-927KClosed |
$29.9M - $35M
|
0
$0
|