Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.42% |
$88.2 - $108
|
481
$33.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.49% |
$44.1 - $53.9
|
205
$14.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-76- 0.06% |
$3.35K - $4.09K
|
130K
$9.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-98- 3.04% |
$4.32K - $5.28K
|
3.13K
$219K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-241- 1.39% |
$10.6K - $13K
|
17.1K
$1.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-279- 0.15% |
$12.3K - $15K
|
186K
$13M
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-507- 24.8% |
$22.4K - $27.3K
|
1.54K
$107K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-812- 7.61% |
$35.8K - $43.7K
|
9.86K
$688K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-992- 14.38% |
$43.7K - $53.4K
|
5.91K
$413K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.13K- 0.77% |
$49.7K - $60.7K
|
146K
$10.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.31K- 2.24% |
$57.8K - $70.6K
|
57.3K
$4M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.31K- 2.24% |
$57.8K - $70.6K
|
57.3K
$4M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.37K- 16.88% |
$60.2K - $73.5K
|
6.72K
$470K
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.32K- 1.78% |
$146K - $179K
|
183K
$12.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.9K- 2.03% |
$172K - $210K
|
189K
$13.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.32K- 27.76% |
$190K - $233K
|
11.2K
$785K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.56K- 1.28% |
$289K - $353K
|
508K
$35.5M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.17K- 3.45% |
$360K - $440K
|
229K
$16M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.26K- 25.99% |
$364K - $445K
|
23.5K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.26K- 25.99% |
$364K - $445K
|
23.5K
$1.64M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-8.75K- 6.95% |
$386K - $471K
|
117K
$8.17M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-11.2K- 12.8% |
$493K - $602K
|
76.2K
$5.32M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-11.2K- 12.8% |
$493K - $602K
|
76.2K
$5.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.5K- 22.39% |
$639K - $781K
|
50.3K
$3.51M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-44.4K- 66.66% |
$1.96M - $2.39M
|
22.2K
$1.55M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-53.5K- 85.26% |
$2.36M - $2.88M
|
9.25K
$646K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-62.8K- 83.86% |
$2.77M - $3.38M
|
12.1K
$844K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-64.2K- 9.81% |
$2.83M - $3.46M
|
591K
$41.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-90K- 2.46% |
$3.97M - $4.85M
|
3.56M
$249M
|