Purchases and Sales Made in Q1 2022 in Ishares Msci Usa Small Cap Mul (SMLF)
This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Mul (SMLF) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA SMALL-CAP MUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
254K+ 45.65% |
$13M - $14.7M
|
810K
$55.2M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
230K+ 5.26% |
$11.8M - $13.3M
|
4.6M
$313M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
215K+ 5.29% |
$11.1M - $12.5M
|
4.29M
$292M
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
195KNew |
$10M - $11.3M
|
195K
$13.3M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
167KNew |
$8.58M - $9.7M
|
167K
$11.4M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
143K+ 212.03% |
$7.35M - $8.31M
|
211K
$14.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
133K+ 3.85% |
$6.8M - $7.68M
|
3.58M
$244M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.2K+ 645.71% |
$2.73M - $3.08M
|
61.5K
$4.19M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.7K+ 1212.9% |
$2.5M - $2.82M
|
52.7K
$3.59M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.2KNew |
$2.16M - $2.44M
|
42.2K
$2.87M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
35.2K+ 31.35% |
$1.8M - $2.04M
|
147K
$10M
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27.4K+ 8.08% |
$1.41M - $1.59M
|
367K
$25M
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
25K+ 19.06% |
$1.28M - $1.45M
|
156K
$10.7M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
18.9KNew |
$971K - $1.1M
|
18.9K
$1.29M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.9K+ 41.52% |
$865K - $977K
|
57.5K
$3.92M
|
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
13K+ 17.59% |
$668K - $755K
|
87K
$5.93M
|
|
|
May 04, 2022
Q1 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
12K+ 22.56% |
$614K - $693K
|
65K
$4.43M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
10.8K+ 5.79% |
$553K - $625K
|
197K
$13.4M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.13K+ 9.94% |
$417K - $472K
|
89.9K
$6.13M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.7K+ 341.44% |
$395K - $446K
|
9.95K
$678K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
5.58K+ 4.43% |
$286K - $324K
|
132K
$8.97M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.71KNew |
$242K - $273K
|
4.71K
$321K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.4K+ 9.89% |
$226K - $255K
|
48.9K
$3.33M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.83K+ 3.22% |
$196K - $222K
|
123K
$8.36M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.81K+ 10.36% |
$195K - $221K
|
40.6K
$2.77M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.77KNew |
$193K - $218K
|
3.77K
$257K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.45K+ 47.13% |
$177K - $200K
|
10.8K
$733K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.28K+ 24.56% |
$168K - $190K
|
16.6K
$1.13M
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
3.02K+ 301.3% |
$155K - $175K
|
4.02K
$274K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
2.73K+ 2.45% |
$140K - $158K
|
114K
$7.76M
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
2.7KNew |
$138K - $156K
|
2.7K
$184K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.67K+ 18.39% |
$85.7K - $96.9K
|
10.8K
$733K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.65K+ 17.31% |
$84.7K - $95.7K
|
11.2K
$763K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.35K+ 33.07% |
$69.4K - $78.4K
|
5.44K
$371K
|
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.24K+ 2.59% |
$63.5K - $71.8K
|
49K
$3.34M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
763New |
$39.1K - $44.2K
|
763
$52K
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
628+ 5.03% |
$32.2K - $36.4K
|
13.1K
$895K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
374+ 126.35% |
$19.2K - $21.7K
|
670
$45.7K
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
364+ 0.07% |
$18.7K - $21.1K
|
488K
$33.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
348New |
$17.9K - $20.2K
|
348
$23.7K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
288New |
$14.8K - $16.7K
|
288
$19.6K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
206+ 3.99% |
$10.6K - $11.9K
|
5.36K
$366K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
200+ 3.98% |
$10.3K - $11.6K
|
5.22K
$356K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
192+ 0.25% |
$9.85K - $11.1K
|
76.6K
$5.22M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
30New |
$1.54K - $1.74K
|
30
$2.05K
|
|
|
May 09, 2022
Q1 2022
|
Sepio Capital, LP
|
BUY
|
- |
26+ 0.12% |
$1.33K - $1.51K
|
21.9K
$1.49M
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
5+ 0.09% |
$257 - $290
|
5.36K
$365K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
4+ 0.07% |
$205 - $232
|
5.53K
$377K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.03% |
$51.3 - $58
|
3.95K
$269K
|
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1+ 0.0% |
$51.3 - $58
|
44.1K
$3.01M
|