Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
271K+ 6.62% |
$14.6M - $16.3M
|
4.37M
$298M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
236K+ 6.16% |
$12.7M - $14.2M
|
4.07M
$277M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
71.2K+ 14.68% |
$3.82M - $4.27M
|
556K
$37.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
50.9K+ 1.5% |
$2.73M - $3.05M
|
3.45M
$235M
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
47.8KNew |
$2.57M - $2.86M
|
47.8K
$3.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
47.2K+ 6.4% |
$2.54M - $2.83M
|
786K
$53.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.2K+ 88.38% |
$1.51M - $1.69M
|
60.1K
$4.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.9K+ 131.06% |
$1.12M - $1.25M
|
36.8K
$2.51M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.8K+ 2.45% |
$796K - $888K
|
621K
$42.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
14K+ 11.92% |
$751K - $838K
|
131K
$8.95M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13.5K+ 4.13% |
$723K - $807K
|
339K
$23.1M
|
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
12K+ 29.37% |
$646K - $721K
|
53K
$3.61M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
11.2KNew |
$604K - $674K
|
11.2K
$766K
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
10.7KNew |
$572K - $639K
|
10.7K
$726K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
10K+ 15.12% |
$538K - $601K
|
76.4K
$5.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
9.97K+ 49.45% |
$535K - $597K
|
30.1K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.98K+ 12.34% |
$482K - $538K
|
81.8K
$5.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
8.27K+ 5.01% |
$444K - $495K
|
173K
$11.8M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
8.27K+ 5.01% |
$444K - $495K
|
173K
$11.8M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
7.74KNew |
$416K - $464K
|
7.74K
$528K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.93K+ 18.47% |
$372K - $415K
|
44.5K
$3.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
5.6K+ 3.04% |
$301K - $336K
|
190K
$12.9M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
5.4KNew |
$290K - $324K
|
5.4K
$368K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.33K+ 183.0% |
$286K - $319K
|
8.24K
$562K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.13K+ 2.78% |
$275K - $307K
|
190K
$12.9M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.29K+ 3.97% |
$230K - $257K
|
112K
$7.65M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.6KNew |
$193K - $216K
|
3.6K
$245K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.5KNew |
$188K - $209K
|
3.5K
$238K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
3.5KNew |
$188K - $209K
|
3.5K
$238K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.44KNew |
$185K - $206K
|
3.44K
$234K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.14K+ 61.8% |
$169K - $188K
|
8.23K
$561K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.13KNew |
$168K - $188K
|
3.13K
$214K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.95K+ 0.61% |
$158K - $177K
|
488K
$33.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.94K+ 1.6% |
$158K - $176K
|
186K
$12.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.37K+ 2.04% |
$127K - $142K
|
119K
$8.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.25K+ 6.47% |
$121K - $135K
|
37K
$2.52M
|
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.18K+ 5.19% |
$117K - $131K
|
44.1K
$3.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.71K+ 23.22% |
$91.9K - $103K
|
9.09K
$619K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
1.59K+ 1.28% |
$85.4K - $95.3K
|
126K
$8.59M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.46K+ 2.39% |
$78.5K - $87.6K
|
62.7K
$4.28M
|
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.21K+ 1.66% |
$64.9K - $72.5K
|
74K
$5.04M
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
1KNew |
$53.8K - $60K
|
1K
$68.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
754+ 6.42% |
$40.5K - $45.2K
|
12.5K
$852K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
705+ 5.57% |
$37.9K - $42.3K
|
13.4K
$911K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
705+ 20.82% |
$37.9K - $42.3K
|
4.09K
$279K
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
550+ 2.3% |
$29.5K - $33K
|
24.5K
$1.67M
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
530+ 50.0% |
$28.5K - $31.8K
|
1.59K
$108K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
341New |
$18.3K - $20.4K
|
341
$23.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
210+ 2.44% |
$11.3K - $12.6K
|
8.8K
$600K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
143New |
$7.68K - $8.57K
|
143
$9.75K
|