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 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4- 0.01% |
$205 - $232
|
62.7K
$4.38M
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-96- 91.43% |
$4.92K - $5.57K
|
9
$629
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-110- 76.92% |
$5.64K - $6.38K
|
33
$2.31K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-129- 38.28% |
$6.62K - $7.48K
|
208
$14.5K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-190- 5.53% |
$9.75K - $11K
|
3.25K
$227K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-232Closed |
$11.9K - $13.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-318- 20.0% |
$16.3K - $18.4K
|
1.27K
$88.9K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-341Closed |
$17.5K - $19.8K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-400- 2.65% |
$20.5K - $23.2K
|
14.7K
$1.03M
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-470- 1.92% |
$24.1K - $27.2K
|
24K
$1.68M
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-994- 12.08% |
$51K - $57.6K
|
7.24K
$506K
|
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-1.08K- 8.49% |
$55.5K - $62.7K
|
11.7K
$815K
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.39K- 6.18% |
$71.1K - $80.3K
|
21K
$1.47M
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.8K- 17.8% |
$92.3K - $104K
|
8.31K
$581K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.84K- 23.76% |
$94.4K - $107K
|
5.9K
$412K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.9K- 64.44% |
$149K - $168K
|
1.6K
$112K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.2K- 39.68% |
$164K - $186K
|
4.87K
$340K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.37K- 19.2% |
$173K - $195K
|
14.2K
$989K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.5KClosed |
$179K - $203K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.5KClosed |
$179K - $203K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.6KClosed |
$184K - $208K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-3.74KClosed |
$192K - $217K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.9KClosed |
$200K - $226K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-4.21K- 2.22% |
$216K - $244K
|
186K
$13M
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6.24KClosed |
$320K - $362K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.76KClosed |
$347K - $392K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.76K- 23.69% |
$449K - $508K
|
28.2K
$1.97M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.8KClosed |
$451K - $510K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-11.2KClosed |
$577K - $652K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-18.3K- 2.33% |
$938K - $1.06M
|
767K
$53.6M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-60.1KClosed |
$3.08M - $3.48M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-64.4K- 10.38% |
$3.3M - $3.73M
|
556K
$38.9M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-74.8K- 39.39% |
$3.84M - $4.33M
|
115K
$8.04M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-81.2K- 46.89% |
$4.17M - $4.71M
|
92K
$6.43M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-81.2K- 46.89% |
$4.17M - $4.71M
|
92K
$6.43M
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-87K- 95.75% |
$4.46M - $5.04M
|
3.86K
$270K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-104KClosed |
$5.33M - $6.03M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-140K- 37.58% |
$7.17M - $8.1M
|
232K
$16.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-1.45M- 42.53% |
$74.6M - $84.3M
|
1.96M
$137M
|