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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.82% |
$32.1 - $35.9
|
56
$2.36K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3- 0.05% |
$96.3 - $108
|
6.11K
$258K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-27- 33.75% |
$867 - $970
|
53
$2.24K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-30- 2.78% |
$963 - $1.08K
|
1.05K
$44.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-47- 16.79% |
$1.51K - $1.69K
|
233
$9.84K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-64- 32.99% |
$2.05K - $2.3K
|
130
$5.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-74- 0.62% |
$2.38K - $2.66K
|
11.9K
$502K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-150- 2.45% |
$4.82K - $5.39K
|
5.98K
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-157- 0.57% |
$5.04K - $5.64K
|
27.2K
$1.15M
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-170- 3.37% |
$5.46K - $6.1K
|
4.87K
$206K
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
SELL
|
- |
-187- 0.15% |
$6K - $6.72K
|
127K
$5.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-206- 1.51% |
$6.61K - $7.4K
|
13.5K
$568K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-258- 53.09% |
$8.28K - $9.26K
|
228
$9.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-397- 5.29% |
$12.7K - $14.3K
|
7.11K
$300K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-451- 13.11% |
$14.5K - $16.2K
|
2.99K
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-680- 5.01% |
$21.8K - $24.4K
|
12.9K
$545K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-749- 47.32% |
$24K - $26.9K
|
834
$35.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-889- 9.44% |
$28.5K - $31.9K
|
8.53K
$360K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.17K- 90.82% |
$37.5K - $41.9K
|
118
$4.98K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.21K- 8.99% |
$38.7K - $43.3K
|
12.2K
$516K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.24K- 96.87% |
$39.7K - $44.5K
|
40
$1.69K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.32K- 3.15% |
$42.2K - $47.2K
|
40.4K
$1.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.4K- 7.64% |
$45K - $50.3K
|
16.9K
$716K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.68K- 20.31% |
$53.8K - $60.2K
|
6.58K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.77K- 1.2% |
$56.7K - $63.4K
|
145K
$6.13M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.94K- 22.27% |
$62.2K - $69.6K
|
6.77K
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.3K- 25.33% |
$73.7K - $82.4K
|
6.77K
$286K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.43K- 7.64% |
$78K - $87.2K
|
29.4K
$1.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.98K- 17.55% |
$95.6K - $107K
|
14K
$591K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.42K- 36.74% |
$110K - $123K
|
5.89K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.34K- 29.03% |
$139K - $156K
|
10.6K
$448K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.48K- 24.1% |
$144K - $161K
|
14.1K
$596K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4.61K- 9.36% |
$148K - $165K
|
44.6K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.88K- 44.44% |
$157K - $175K
|
6.1K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.01K- 42.16% |
$161K - $180K
|
6.88K
$291K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.17K- 37.23% |
$166K - $186K
|
8.72K
$368K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-5.71K- 44.64% |
$183K - $205K
|
7.08K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.04K- 2.43% |
$194K - $217K
|
242K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.53K- 19.26% |
$210K - $234K
|
27.4K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.15K- 98.36% |
$230K - $257K
|
119
$5.03K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.17K- 22.29% |
$230K - $257K
|
25K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.35K- 8.27% |
$268K - $300K
|
92.6K
$3.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.5K- 66.3% |
$336K - $376K
|
5.32K
$224K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.6K- 51.14% |
$371K - $415K
|
11K
$466K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.6K- 11.14% |
$371K - $415K
|
92.3K
$3.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.3K- 5.01% |
$427K - $477K
|
252K
$10.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-17.2K- 11.84% |
$553K - $619K
|
128K
$5.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.9K- 41.04% |
$736K - $823K
|
32.9K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-49.9K- 99.55% |
$1.6M - $1.79M
|
224
$9.46K
|