Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
491K+ 13.52% |
$15.8M - $17.6M
|
4.12M
$174M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
489K+ 12.73% |
$15.7M - $17.6M
|
4.33M
$183M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
413K+ 3.38% |
$13.3M - $14.8M
|
12.6M
$534M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
129KNew |
$4.14M - $4.63M
|
129K
$5.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
33.1KNew |
$1.06M - $1.19M
|
33.1K
$1.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
27.3KNew |
$877K - $981K
|
27.3K
$1.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
19.4KNew |
$622K - $696K
|
19.4K
$818K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.1K+ 75.37% |
$614K - $686K
|
44.5K
$1.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15.5KNew |
$497K - $556K
|
15.5K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.1K+ 7.87% |
$485K - $543K
|
207K
$8.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
12.8KNew |
$411K - $460K
|
12.8K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.7K+ 90.7% |
$376K - $421K
|
24.7K
$1.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.4K+ 25.79% |
$270K - $302K
|
41K
$1.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7.52KNew |
$241K - $270K
|
7.52K
$317K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.12KNew |
$229K - $256K
|
7.12K
$301K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.41K+ 277.4% |
$206K - $230K
|
8.72K
$368K
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5.85KNew |
$188K - $210K
|
5.85K
$247K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
5.65KNew |
$181K - $203K
|
5.65K
$239K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.76K+ 12.32% |
$153K - $171K
|
43.4K
$1.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
4.31K+ 1.38% |
$138K - $155K
|
317K
$13.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.17K+ 3.4% |
$134K - $150K
|
127K
$5.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
4.02KNew |
$129K - $144K
|
4.02K
$170K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.9K+ 126.07% |
$125K - $140K
|
7K
$296K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.94K+ 1.26% |
$62.1K - $69.5K
|
155K
$6.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.89K+ 2.37% |
$60.8K - $68K
|
81.9K
$3.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 611.76% |
$36.7K - $41.1K
|
1.33K
$56.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
873+ 12.04% |
$28K - $31.3K
|
8.12K
$343K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
744+ 74400.0% |
$23.9K - $26.7K
|
745
$31.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
709+ 1.6% |
$22.8K - $25.5K
|
45K
$1.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
441+ 376.92% |
$14.2K - $15.8K
|
558
$23.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
379New |
$12.2K - $13.6K
|
379
$16K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
376+ 1.78% |
$12.1K - $13.5K
|
21.5K
$909K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
336+ 68.99% |
$10.8K - $12.1K
|
823
$34.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
317New |
$10.2K - $11.4K
|
317
$13.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
306+ 0.64% |
$9.82K - $11K
|
48K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
261+ 0.76% |
$8.38K - $9.37K
|
34.6K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
245New |
$7.86K - $8.8K
|
245
$10.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
244+ 1.48% |
$7.83K - $8.76K
|
16.7K
$707K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
237+ 1.06% |
$7.61K - $8.51K
|
22.6K
$956K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
200+ 1.46% |
$6.42K - $7.18K
|
13.9K
$587K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
189New |
$6.07K - $6.79K
|
189
$7.98K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
115+ 1.85% |
$3.69K - $4.13K
|
6.35K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
79+ 5.31% |
$2.54K - $2.84K
|
1.57K
$66.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
68New |
$2.18K - $2.44K
|
68
$2.87K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
39New |
$1.25K - $1.4K
|
39
$1.65K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
16New |
$514 - $575
|
16
$676
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
13+ 0.53% |
$417 - $467
|
2.46K
$104K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4+ 0.17% |
$128 - $144
|
2.33K
$98.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.89% |
$64.2 - $71.8
|
226
$9.54K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.85% |
$64.2 - $71.8
|
237
$10K
|