Purchases and Sales Made in Q4 2022 in Ishares Msci Usa Small Cap Min (SMMV)

SMMV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Min (SMMV) during Q4 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
Feb 09, 2023 Q4 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
45
New
$1.44K - $1.63K
45 $1.9K
Feb 14, 2023 Q4 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
41
+ 0.37%
$1.31K - $1.49K
11.1K $470K
Feb 01, 2023 Q4 2022
Cwm, LLC

BUY
 -
23
+ 2.01%
$737 - $835
1.17K $49.4K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
9
New
$288 - $327
9 $380
Feb 13, 2023 Q4 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
7
+ 0.76%
$224 - $254
933 $39.4K
Jan 27, 2023 Q4 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
6
+ 0.67%
$192 - $218
895 $37.8K
Dec 20, 2023 Q4 2022
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
5
New
$160 - $182
5 $211
Jan 19, 2023 Q4 2022
Stephens Consulting, LLC

Flint, MI
BUY
 -
3
+ 0.11%
$96.1 - $109
2.71K $114K
Jan 25, 2023 Q4 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
1
+ 1.85%
$32 - $36.3
55 $2.32K
Feb 03, 2023 Q4 2022
Sugarloaf Wealth Management, LLC

BUY
 -
1
+ 0.13%
$32 - $36.3
745 $31.5K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-6
- 0.02%
$192 - $218
29.7K $1.25M
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-32
- 0.02%
$1.03K - $1.16K
137K $5.78M
Feb 02, 2023 Q4 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-41
- 0.37%
$1.31K - $1.49K
11.2K $472K
Feb 02, 2023 Q4 2022
Raymond James Trust Co. Of Nh

SELL
 -
-101
- 1.31%
$3.24K - $3.67K
7.63K $322K
Feb 10, 2023 Q4 2022
Tbh Global Asset Management, LLC

Brentwood, TN
SELL
 -
-136
- 0.68%
$4.36K - $4.94K
19.8K $836K
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

SELL
 -
-146
- 0.13%
$4.68K - $5.3K
110K $4.63M
Feb 06, 2023 Q4 2022
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-193
- 15.48%
$6.18K - $7.01K
1.05K $44.5K
Feb 13, 2023 Q4 2022
Penserra Capital Management LLC

Orinda, CA
SELL
 -
-256
- 10.0%
$8.2K - $9.3K
2.3K $97.3K
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

SELL
 -
-304
- 1.4%
$9.74K - $11K
21.5K $907K
Jan 25, 2023 Q4 2022
Independent Wealth Network Inc.

SELL
 -
-326
- 4.62%
$10.4K - $11.8K
6.74K $284K
Jan 25, 2023 Q4 2022
Brickley Wealth Management

SELL
 -
-443
- 0.34%
$14.2K - $16.1K
128K $5.43M
Jan 05, 2023 Q4 2022
Future Financial Wealth Managment LLC

SELL
 -
-519
- 1.52%
$16.6K - $18.9K
33.6K $1.42M
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
SELL
 -
-587
- 6.93%
$18.8K - $21.3K
7.88K $333K
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
SELL
 -
-606
- 0.57%
$19.4K - $22K
105K $4.43M
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-673
- 1.27%
$21.6K - $24.4K
52.5K $2.22M
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-714
- 82.45%
$22.9K - $25.9K
152 $6.42K
Jan 30, 2023 Q4 2022
Moloney Securities Asset Management, LLC

SELL
 -
-807
- 9.79%
$25.9K - $29.3K
7.43K $314K
Feb 01, 2023 Q4 2022
Wealth Enhancement Advisory Services, LLC

SELL
 -
-867
- 4.63%
$27.8K - $31.5K
17.8K $754K
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
SELL
 -
-961
- 12.92%
$30.8K - $34.9K
6.48K $274K
Feb 07, 2023 Q4 2022
Nwam LLC

Mercer Island, WA
SELL
 -
-1.06K
- 7.79%
$33.8K - $38.3K
12.5K $527K
Feb 14, 2023 Q4 2022
Professional Financial Advisors, LLC

SELL
 -
-1.06K
- 4.57%
$34.1K - $38.6K
22.2K $938K
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-1.56K
- 2.47%
$49.9K - $56.6K
61.4K $2.59M
Jan 17, 2023 Q4 2022
Wealth Management Resources, Inc.

SELL
 -
-1.63K
- 0.62%
$52.1K - $59.1K
260K $11M
Jan 31, 2023 Q4 2022
Empirical Asset Management, LLC

SELL
 -
-1.64K
- 7.99%
$52.6K - $59.6K
18.9K $798K
Jan 12, 2023 Q4 2022
Marcum Wealth, LLC

SELL
 -
-1.7K
- 7.46%
$54.5K - $61.8K
21.1K $891K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-1.79K
- 49.83%
$57.2K - $64.9K
1.8K $75.9K
Jan 23, 2023 Q4 2022
Saxon Interests, Inc.

SELL
 -
-1.81K
- 5.99%
$58.1K - $65.8K
28.5K $1.2M
Feb 07, 2023 Q4 2022
Thoroughbred Financial Services, LLC

SELL
 -
-1.92K
- 16.46%
$61.5K - $69.7K
9.74K $411K
Feb 13, 2023 Q4 2022
Sovereign Financial Group, Inc.

Stamford, CT
SELL
 -
-2.46K
- 19.5%
$78.7K - $89.2K
10.1K $428K
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-3.57K
- 7.61%
$114K - $130K
43.3K $1.83M
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-4.09K
- 44.74%
$131K - $149K
5.06K $213K
Feb 02, 2023 Q4 2022
Western Wealth Management, LLC

SELL
 -
-5.13K
- 41.33%
$164K - $186K
7.28K $307K
Feb 14, 2023 Q4 2022
High Net Worth Advisory Group LLC

Naples, FL
SELL
 -
-5.83K
- 9.73%
$187K - $212K
54.1K $2.29M
Feb 10, 2023 Q4 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-6.25K
- 45.72%
$200K - $227K
7.42K $313K
Feb 08, 2023 Q4 2022
Act Advisors, Llc.

SELL
 -
-6.52K
- 47.24%
$209K - $237K
7.28K $307K
Jan 12, 2023 Q4 2022
Wade Financial Advisory, Inc

SELL
 -
-10.5K
- 7.16%
$335K - $380K
136K $5.73M
Jan 27, 2023 Q4 2022
Adamsbrown Wealth Consultants LLC

SELL
 -
-11.3K
- 27.49%
$361K - $410K
29.7K $1.26M
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

SELL
 -
-15.4K
- 4.48%
$492K - $558K
327K $13.8M

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