Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-4.8K- 4.66% |
$176K - $189K
|
98.3K
$4.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.68KClosed |
$208K - $224K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.9KClosed |
$216K - $232K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-6.03KClosed |
$221K - $237K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-6.9K- 5.17% |
$253K - $272K
|
127K
$5.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.02K- 17.37% |
$257K - $277K
|
33.4K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.67K- 38.59% |
$281K - $302K
|
12.2K
$517K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.36KClosed |
$306K - $329K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.8KClosed |
$577K - $621K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-17.5K- 19.19% |
$641K - $689K
|
73.6K
$3.12M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.6K- 19.5% |
$683K - $734K
|
76.9K
$3.26M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.2K- 3.51% |
$741K - $798K
|
556K
$23.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-23.1K- 22.99% |
$847K - $912K
|
77.5K
$3.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-23.5K- 8.59% |
$860K - $926K
|
250K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-23.7K- 39.56% |
$870K - $936K
|
36.3K
$1.54M
|
|
|
Feb 02, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-32.4K- 75.0% |
$1.19M - $1.28M
|
10.8K
$458K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.7K- 10.23% |
$1.34M - $1.44M
|
322K
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-38.7K- 70.69% |
$1.42M - $1.52M
|
16K
$679K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-41.2K- 58.74% |
$1.51M - $1.62M
|
28.9K
$1.23M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
SELL
|
- |
-43.6KClosed |
$1.6M - $1.72M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-51.7K- 99.65% |
$1.89M - $2.04M
|
180
$7.62K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-60.1K- 87.76% |
$2.2M - $2.37M
|
8.39K
$355K
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-73.2K- 71.19% |
$2.68M - $2.89M
|
29.6K
$1.25M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-82.7K- 94.11% |
$3.03M - $3.26M
|
5.18K
$219K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-157K- 9.79% |
$5.75M - $6.19M
|
1.45M
$61.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-157K- 89.38% |
$5.77M - $6.2M
|
18.7K
$792K
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.96M- 75.15% |
$109M - $117M
|
980K
$41.5M
|