Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
293K+ 2.93% |
$10.8M - $11.4M
|
10.3M
$435M
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
207K+ 5.53% |
$7.62M - $8.06M
|
3.94M
$167M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
199K+ 739.16% |
$7.34M - $7.76M
|
226K
$9.55M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
154K+ 26.54% |
$5.67M - $6M
|
733K
$31M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
111K+ 18.68% |
$4.11M - $4.34M
|
707K
$29.9M
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
111KNew |
$4.09M - $4.33M
|
111K
$4.69M
|
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
43.6KNew |
$1.61M - $1.7M
|
43.6K
$1.85M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
38.3K+ 120.31% |
$1.41M - $1.5M
|
70.2K
$2.97M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.8KNew |
$581K - $615K
|
15.8K
$667K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13.6K+ 9.06% |
$502K - $532K
|
164K
$6.94M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.2K+ 3.25% |
$450K - $476K
|
388K
$16.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.1K+ 0.76% |
$447K - $473K
|
1.6M
$67.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.4K+ 112.15% |
$419K - $444K
|
21.5K
$910K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.6KNew |
$317K - $336K
|
8.6K
$364K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8.17K+ 2593.97% |
$301K - $319K
|
8.49K
$359K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.39K+ 59.19% |
$273K - $288K
|
19.9K
$841K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.23KNew |
$230K - $243K
|
6.23K
$264K
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
5.9KNew |
$217K - $230K
|
5.9K
$249K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.79K+ 372.63% |
$213K - $226K
|
7.34K
$311K
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.49K+ 68.11% |
$203K - $214K
|
13.6K
$574K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
4.29K+ 2.5% |
$158K - $167K
|
176K
$7.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.12KNew |
$152K - $161K
|
4.12K
$174K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.93K+ 36.86% |
$108K - $114K
|
10.9K
$461K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.84K+ 4.0% |
$105K - $111K
|
73.7K
$3.12M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.64K+ 5.07% |
$97.4K - $103K
|
54.7K
$2.31M
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.08K+ 4.22% |
$76.8K - $81.3K
|
51.4K
$2.18M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$67.8K - $71.8K
|
1.84K
$77.8K
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
1.37K+ 4.44% |
$50.5K - $53.5K
|
32.2K
$1.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.26K+ 17.48% |
$46.6K - $49.3K
|
8.49K
$359K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
1.23KNew |
$45.2K - $47.8K
|
1.23K
$51.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.02KNew |
$37.8K - $40K
|
1.02K
$43.3K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
958+ 5.63% |
$35.3K - $37.4K
|
18K
$760K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
941+ 7.01% |
$34.7K - $36.7K
|
14.4K
$608K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
900New |
$33.2K - $35.1K
|
900
$38.1K
|
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
739+ 5.03% |
$27.3K - $28.8K
|
15.4K
$653K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
711+ 0.68% |
$26.2K - $27.8K
|
105K
$4.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
595+ 1.58% |
$21.9K - $23.2K
|
38.2K
$1.62M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
585+ 19.57% |
$21.6K - $22.8K
|
3.58K
$151K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
581New |
$21.4K - $22.7K
|
581
$24.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
576+ 5.78% |
$21.2K - $22.5K
|
10.5K
$446K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
550+ 3.28% |
$20.3K - $21.5K
|
17.3K
$732K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
545New |
$20.1K - $21.3K
|
545
$23.1K
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
533New |
$19.7K - $20.8K
|
533
$22.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
489+ 5.67% |
$18K - $19.1K
|
9.11K
$386K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
389+ 6.9% |
$14.4K - $15.2K
|
6.03K
$255K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
381New |
$14.1K - $14.9K
|
381
$16.1K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
380+ 1.79% |
$14K - $14.8K
|
21.6K
$914K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
153+ 546.43% |
$5.64K - $5.97K
|
181
$7.66K
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
132New |
$4.87K - $5.15K
|
132
$5.59K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
120New |
$4.43K - $4.68K
|
120
$5.08K
|