Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-30Closed |
$1.38K - $1.65K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-46- 1.4% |
$2.12K - $2.53K
|
3.25K
$218K
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-200- 3.83% |
$9.22K - $11K
|
5.02K
$337K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-208Closed |
$9.59K - $11.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-288Closed |
$13.3K - $15.9K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-338- 4.67% |
$15.6K - $18.6K
|
6.9K
$463K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-348Closed |
$16K - $19.2K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-359- 0.24% |
$16.5K - $19.8K
|
147K
$9.86M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-444- 0.75% |
$20.5K - $24.5K
|
58.6K
$3.93M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-523- 4.67% |
$24.1K - $28.8K
|
10.7K
$715K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-568- 9.62% |
$26.2K - $31.3K
|
5.34K
$358K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-652- 24.18% |
$30.1K - $35.9K
|
2.04K
$137K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-836- 5.9% |
$38.5K - $46K
|
13.3K
$893K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1K- 5.28% |
$46.1K - $55.1K
|
17.9K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.27KClosed |
$58.6K - $70.1K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.57K- 32.31% |
$72.5K - $86.6K
|
3.3K
$221K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.6KClosed |
$73.8K - $88.1K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-2.22K- 19.0% |
$102K - $122K
|
9.45K
$633K
|
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.33K- 28.05% |
$108K - $128K
|
5.98K
$401K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.76K- 9.78% |
$127K - $152K
|
25.5K
$1.71M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.13KClosed |
$144K - $173K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.45K- 32.03% |
$159K - $190K
|
7.31K
$490K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.45K- 32.03% |
$159K - $190K
|
7.31K
$490K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.77KClosed |
$174K - $207K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.86KClosed |
$178K - $213K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-3.95KClosed |
$182K - $218K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.1KClosed |
$189K - $226K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4.57KClosed |
$211K - $252K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.6K- 2.33% |
$212K - $254K
|
193K
$12.9M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.64K- 5.04% |
$214K - $255K
|
87.4K
$5.86M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.64K- 5.04% |
$214K - $255K
|
87.4K
$5.86M
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-5.8K- 4.41% |
$267K - $319K
|
126K
$8.43M
|
|
|
Aug 10, 2022
Q2 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-10.7KClosed |
$491K - $587K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-13.8K- 18.03% |
$636K - $760K
|
62.8K
$4.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.9K- 32.89% |
$639K - $764K
|
28.3K
$1.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-26.6K- 60.2% |
$1.22M - $1.46M
|
17.6K
$1.18M
|
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-29.1K- 5.97% |
$1.34M - $1.6M
|
459K
$30.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-40.6KClosed |
$1.87M - $2.23M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-42.1K- 7.57% |
$1.94M - $2.32M
|
514K
$34.5M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-65.2K- 56.7% |
$3.01M - $3.59M
|
49.8K
$3.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-85.3K- 94.87% |
$3.93M - $4.7M
|
4.61K
$309K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-113K- 14.66% |
$5.19M - $6.2M
|
655K
$43.9M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-117K- 5.98% |
$5.42M - $6.47M
|
1.85M
$124M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-136K- 64.52% |
$6.27M - $7.5M
|
74.8K
$5.02M
|