Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
4+ 0.06% |
$128 - $148
|
7.06K
$299K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4+ 0.45% |
$128 - $148
|
889
$37.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$31.9 - $37.1
|
744
$31.5K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.04% |
$31.9 - $37.1
|
2.71K
$115K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-30- 0.19% |
$957 - $1.11K
|
15.4K
$654K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-38- 0.18% |
$1.21K - $1.41K
|
20.5K
$868K
|
|
|
Dec 11, 2023
Q3 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-58- 0.13% |
$1.85K - $2.15K
|
43.7K
$1.85M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-63- 0.73% |
$2.01K - $2.33K
|
8.52K
$361K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-69- 0.5% |
$2.2K - $2.56K
|
13.7K
$579K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-81- 51.59% |
$2.58K - $3K
|
76
$3.22K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-87- 1.07% |
$2.78K - $3.22K
|
8.07K
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-121- 0.13% |
$3.86K - $4.48K
|
90.4K
$3.83M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-134- 7.58% |
$4.28K - $4.96K
|
1.63K
$69.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-171- 0.73% |
$5.46K - $6.34K
|
23.3K
$985K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-179- 2.26% |
$5.71K - $6.63K
|
7.73K
$327K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-210- 0.6% |
$6.7K - $7.78K
|
34.8K
$1.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-230- 1.56% |
$7.34K - $8.52K
|
14.5K
$616K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-330- 0.31% |
$10.5K - $12.2K
|
105K
$4.45M
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-336- 1.39% |
$10.7K - $12.4K
|
23.9K
$1.01M
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
SELL
|
- |
-352- 11.62% |
$11.2K - $13K
|
2.68K
$113K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-536- 6.11% |
$17.1K - $19.9K
|
8.24K
$349K
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-618- 3.01% |
$19.7K - $22.9K
|
19.9K
$844K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-914- 6.76% |
$29.2K - $33.9K
|
12.6K
$533K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.09K- 13.04% |
$34.8K - $40.5K
|
7.29K
$308K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.21K- 5.03% |
$38.5K - $44.8K
|
22.8K
$965K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.79K- 9.86% |
$57.1K - $66.2K
|
16.4K
$692K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.97K- 6.67% |
$62.9K - $73K
|
27.6K
$1.17M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.05K- 1.91% |
$65.5K - $76.1K
|
105K
$4.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.15K- 20.25% |
$68.5K - $79.5K
|
8.45K
$358K
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.75K- 6.37% |
$87.7K - $102K
|
40.4K
$1.71M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.81K- 14.88% |
$121K - $141K
|
21.8K
$922K
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-4.65K- 18.47% |
$148K - $172K
|
20.5K
$869K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.15K- 26.19% |
$164K - $191K
|
14.5K
$614K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.76K- 12.74% |
$248K - $288K
|
53.2K
$2.25M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.93K- 99.99% |
$253K - $294K
|
1
$42.3
|
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-8.02K- 16.35% |
$256K - $297K
|
41K
$1.74M
|
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-8.24K- 37.38% |
$263K - $305K
|
13.8K
$584K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.69K- 51.44% |
$309K - $359K
|
9.15K
$387K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-11.6K- 23.83% |
$369K - $429K
|
37K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.3K- 25.74% |
$391K - $455K
|
35.4K
$1.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18.5K- 95.24% |
$590K - $685K
|
923
$39.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.6K- 29.78% |
$625K - $726K
|
46.2K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.8K- 16.02% |
$1.2M - $1.4M
|
198K
$8.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-144K- 75.42% |
$4.59M - $5.33M
|
46.9K
$1.99M
|