Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
326KNew |
$13.1M - $14.4M
|
326K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
156K+ 15.12% |
$6.29M - $6.92M
|
1.19M
$49.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
108KNew |
$4.33M - $4.77M
|
108K
$4.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70.8K+ 509.83% |
$2.85M - $3.14M
|
84.7K
$3.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
40.2KNew |
$1.62M - $1.78M
|
40.2K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.2K+ 39.18% |
$852K - $938K
|
75.1K
$3.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
17.1KNew |
$688K - $757K
|
17.1K
$717K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
16.8KNew |
$678K - $747K
|
16.8K
$707K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.7KNew |
$591K - $652K
|
14.7K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.6K+ 95.62% |
$468K - $515K
|
23.8K
$998K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.8K+ 6.65% |
$434K - $478K
|
173K
$7.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
9.55KNew |
$384K - $423K
|
9.55K
$401K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
7.7KNew |
$310K - $342K
|
7.7K
$323K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.07KNew |
$244K - $269K
|
6.07K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.51KNew |
$222K - $244K
|
5.51K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
5.07KNew |
$204K - $225K
|
5.07K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.74K+ 29.32% |
$191K - $210K
|
20.9K
$877K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.29KNew |
$173K - $190K
|
4.29K
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.34K+ 17.52% |
$135K - $148K
|
22.4K
$941K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.26K+ 44.29% |
$131K - $144K
|
10.6K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.66K+ 29.63% |
$107K - $118K
|
11.7K
$489K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.45K+ 11.77% |
$98.4K - $108K
|
23.2K
$975K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.09K+ 28.4% |
$84K - $92.5K
|
9.43K
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.45K+ 29.3% |
$58.5K - $64.5K
|
6.42K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.44KNew |
$57.8K - $63.7K
|
1.44K
$60.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.35KNew |
$54.5K - $60K
|
1.35K
$56.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.33KNew |
$53.6K - $59.1K
|
1.33K
$55.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.33K+ 24.92% |
$53.6K - $59K
|
6.67K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.19K+ 4.17% |
$47.7K - $52.6K
|
29.6K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
429New |
$17.3K - $19K
|
429
$18K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
276New |
$11.1K - $12.2K
|
276
$11.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
222+ 1.7% |
$8.94K - $9.85K
|
13.3K
$558K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
186+ 0.74% |
$7.49K - $8.25K
|
25.2K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
142+ 1.35% |
$5.72K - $6.3K
|
10.6K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
127+ 0.38% |
$5.11K - $5.63K
|
33.9K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
92+ 0.91% |
$3.7K - $4.08K
|
10.2K
$427K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
72+ 0.6% |
$2.9K - $3.19K
|
12.1K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
68+ 2.54% |
$2.74K - $3.02K
|
2.74K
$115K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
22+ 0.08% |
$886 - $976
|
26.3K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11+ 0.17% |
$443 - $488
|
6.48K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6+ 0.11% |
$242 - $266
|
5.42K
$228K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.45% |
$242 - $266
|
1.35K
$56.7K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.11% |
$201 - $222
|
4.67K
$196K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.5% |
$121 - $133
|
599
$25.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3+ 0.57% |
$121 - $133
|
528
$22.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.09% |
$80.5 - $88.7
|
2.33K
$98K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.45% |
$40.3 - $44.4
|
221
$9.28K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.79% |
$40.3 - $44.4
|
57
$2.39K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|