Purchases and Sales Made in Q1 2022 in Ishares Msci Usa Small Cap Min (SMMV)
This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Min (SMMV) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA SMALL-CAP MIN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
287K+ 2.68% |
$10.1M - $11.2M
|
11M
$466M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
182K+ 18.18% |
$6.44M - $7.14M
|
1.19M
$50.4M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
142K+ 14.68% |
$5.01M - $5.56M
|
1.11M
$47.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
120K+ 413.76% |
$4.23M - $4.69M
|
149K
$6.32M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
99.9KNew |
$3.53M - $3.91M
|
99.9K
$4.25M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.4KNew |
$1.78M - $1.97M
|
50.4K
$2.14M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.2K+ 7.67% |
$1.1M - $1.22M
|
437K
$18.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
21K+ 21.33% |
$740K - $820K
|
119K
$5.07M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.8KNew |
$733K - $813K
|
20.8K
$883K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.7K+ 29640.0% |
$732K - $812K
|
20.8K
$885K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.4K+ 99.66% |
$509K - $565K
|
28.9K
$1.23M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.3K+ 170.9% |
$506K - $561K
|
22.7K
$966K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14K+ 38.7% |
$495K - $550K
|
50.3K
$2.14M
|
|
|
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
8KNew |
$282K - $313K
|
8K
$340K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
7.45KNew |
$263K - $292K
|
7.45K
$316K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.7K+ 7.63% |
$237K - $262K
|
94.5K
$4.02M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
6.47K+ 5.12% |
$228K - $253K
|
133K
$5.65M
|
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
5.21K+ 2.56% |
$184K - $204K
|
209K
$8.86M
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.89K+ 61.67% |
$172K - $191K
|
12.8K
$544K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.55K+ 29.68% |
$160K - $178K
|
19.9K
$844K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.39K+ 140.15% |
$155K - $172K
|
7.52K
$320K
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.72K+ 13.43% |
$131K - $146K
|
31.5K
$1.34M
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.68K+ 6.03% |
$130K - $144K
|
64.6K
$2.74M
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.64K+ 6.77% |
$128K - $142K
|
57.4K
$2.44M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.5K+ 7.6% |
$123K - $137K
|
49.5K
$2.1M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.01K+ 0.8% |
$70.8K - $78.5K
|
252K
$10.7M
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.42K+ 9.46% |
$49.9K - $55.4K
|
16.4K
$696K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.39K+ 74.04% |
$48.9K - $54.3K
|
3.26K
$138K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.18K+ 16.51% |
$41.5K - $46K
|
8.3K
$353K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
984+ 23.37% |
$34.7K - $38.5K
|
5.2K
$221K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
920+ 4.2% |
$32.5K - $36K
|
22.8K
$971K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
779+ 13.86% |
$27.5K - $30.5K
|
6.4K
$272K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
764+ 1.19% |
$27K - $29.9K
|
65K
$2.76M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
671+ 10.6% |
$23.7K - $26.3K
|
7K
$298K
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
660+ 1.96% |
$23.3K - $25.8K
|
34.4K
$1.46M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
650+ 41.85% |
$22.9K - $25.4K
|
2.2K
$93.6K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
615+ 6.82% |
$21.7K - $24.1K
|
9.64K
$410K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
555New |
$19.6K - $21.7K
|
555
$23.6K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
484+ 3.97% |
$17.1K - $18.9K
|
12.7K
$539K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
480+ 6.82% |
$16.9K - $18.8K
|
7.52K
$320K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
406New |
$14.3K - $15.9K
|
406
$17.3K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
372New |
$13.1K - $14.6K
|
372
$15.8K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
280+ 0.26% |
$9.88K - $11K
|
109K
$4.65M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
190+ 0.94% |
$6.71K - $7.44K
|
20.3K
$863K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
146+ 2.54% |
$5.15K - $5.72K
|
5.9K
$251K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
136+ 19.35% |
$4.8K - $5.32K
|
839
$35.7K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
130New |
$4.59K - $5.09K
|
130
$5.53K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
128+ 7.69% |
$4.52K - $5.01K
|
1.79K
$76.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
110New |
$3.88K - $4.31K
|
110
$4.68K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
105+ 0.64% |
$3.71K - $4.11K
|
16.6K
$707K
|