Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
246+ 7.86% |
$11.3K - $13.1K
|
3.38K
$236K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
201New |
$9.24K - $10.7K
|
201
$14K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
200+ 2.77% |
$9.2K - $10.6K
|
7.41K
$518K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
195New |
$8.97K - $10.4K
|
195
$13.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
170+ 0.71% |
$7.82K - $9.04K
|
24.1K
$1.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
104New |
$4.78K - $5.53K
|
104
$7.27K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
101+ 1.83% |
$4.64K - $5.37K
|
5.63K
$394K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
31New |
$1.43K - $1.65K
|
31
$2.17K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5+ 0.04% |
$230 - $266
|
13.5K
$946K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4New |
$184 - $213
|
4
$279
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.42% |
$92 - $106
|
483
$33.7K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1+ 0.02% |
$46 - $53.2
|
6.49K
$453K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.49% |
$46 - $53.2
|
206
$14.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-7- 87.5% |
$322 - $372
|
1
$69.9
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-57- 0.04% |
$2.62K - $3.03K
|
146K
$10.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
SELL
|
- |
-154- 3.41% |
$7.08K - $8.19K
|
4.36K
$305K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-331- 0.07% |
$15.2K - $17.6K
|
486K
$34M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-359- 15.65% |
$16.5K - $19.1K
|
1.94K
$135K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-629- 6.8% |
$28.9K - $33.4K
|
8.62K
$602K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-797- 1.23% |
$36.6K - $42.4K
|
63.8K
$4.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-924- 8.23% |
$42.5K - $49.1K
|
10.3K
$720K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.17K- 19.81% |
$53.8K - $62.2K
|
4.74K
$331K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.58K- 3.14% |
$72.5K - $83.8K
|
48.7K
$3.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.15K- 1.16% |
$98.9K - $114K
|
183K
$12.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.16K- 0.97% |
$99.5K - $115K
|
221K
$15.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.25K- 29.26% |
$103K - $119K
|
5.43K
$380K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.33K- 9.47% |
$107K - $124K
|
22.3K
$1.56M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-2.37K- 3.09% |
$109K - $126K
|
74.2K
$5.18M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.91K- 5.35% |
$134K - $155K
|
51.5K
$3.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-5.63K- 4.81% |
$259K - $299K
|
111K
$7.78M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.69K- 2.49% |
$262K - $303K
|
223K
$15.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.69K- 0.12% |
$262K - $303K
|
4.82M
$337M
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-6.89K- 28.48% |
$317K - $366K
|
17.3K
$1.21M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-11.2K- 5.94% |
$515K - $596K
|
177K
$12.4M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.7K- 52.78% |
$538K - $623K
|
10.5K
$732K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-22.7K- 17.69% |
$1.04M - $1.21M
|
106K
$7.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-27.2K- 1.38% |
$1.25M - $1.45M
|
1.94M
$136M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-32.8K- 5.55% |
$1.51M - $1.74M
|
558K
$39M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34K- 62.5% |
$1.56M - $1.81M
|
20.4K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-341K- 32.09% |
$15.7M - $18.1M
|
722K
$50.4M
|