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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
BUY
|
- |
125+ 0.99% |
$6.71K - $7.49K
|
12.7K
$890K
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
122+ 0.56% |
$6.55K - $7.31K
|
21.9K
$1.53M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
105New |
$5.64K - $6.29K
|
105
$7.34K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
99New |
$5.32K - $5.93K
|
99
$6.92K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
7+ 0.18% |
$376 - $420
|
3.95K
$276K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.08% |
$215 - $240
|
5.16K
$360K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.63% |
$161 - $180
|
477
$33.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.68% |
$107 - $120
|
296
$20.7K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.99% |
$107 - $120
|
204
$14.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1Closed |
$53.7 - $59.9
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-54- 0.79% |
$2.9K - $3.24K
|
6.76K
$472K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-60- 0.34% |
$3.22K - $3.6K
|
17.5K
$1.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
SELL
|
- |
-131- 2.39% |
$7.03K - $7.85K
|
5.35K
$374K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-162- 1.67% |
$8.7K - $9.71K
|
9.54K
$666K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-227- 3.94% |
$12.2K - $13.6K
|
5.53K
$386K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-299- 6.79% |
$16.1K - $17.9K
|
4.1K
$287K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-776- 11.06% |
$41.7K - $46.5K
|
6.24K
$436K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-965- 0.92% |
$51.8K - $57.8K
|
104K
$7.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.05K- 31.84% |
$56.5K - $63.1K
|
2.25K
$157K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.21K- 7.43% |
$65.1K - $72.6K
|
15.1K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2.22KClosed |
$119K - $133K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.28K- 22.05% |
$123K - $137K
|
8.07K
$564K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.31K- 3.3% |
$124K - $138K
|
67.6K
$4.72M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.94K- 11.61% |
$158K - $176K
|
22.4K
$1.57M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.8K- 1.27% |
$258K - $288K
|
372K
$26M
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5.29K- 34.35% |
$284K - $317K
|
10.1K
$706K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.08KClosed |
$380K - $424K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-8.76K- 7.3% |
$470K - $525K
|
111K
$7.77M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-31.1KClosed |
$1.67M - $1.87M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-60.9K- 40.12% |
$3.27M - $3.65M
|
90.8K
$6.35M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-170K- 4.73% |
$9.11M - $10.2M
|
3.42M
$239M
|