Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
8+ 0.05% |
$281 - $300
|
16.7K
$709K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
7New |
$246 - $262
|
7
$296
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
4+ 0.07% |
$140 - $150
|
5.86K
$248K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.3% |
$140 - $150
|
1.34K
$56.5K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3+ 0.05% |
$105 - $112
|
5.98K
$253K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.09% |
$35.1 - $37.5
|
1.15K
$48.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1New |
$35.1 - $37.5
|
1
$42.3
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.42% |
$35.1 - $37.5
|
238
$10.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.04% |
$35.1 - $37.5
|
2.33K
$98.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-43- 29.25% |
$1.51K - $1.61K
|
104
$4.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-53Closed |
$1.86K - $1.98K
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-102- 1.43% |
$3.58K - $3.82K
|
7.02K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-112- 50.0% |
$3.93K - $4.19K
|
112
$4.74K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-129- 0.37% |
$4.53K - $4.83K
|
34.5K
$1.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-179- 4.45% |
$6.28K - $6.7K
|
3.84K
$163K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-215- 32.14% |
$7.55K - $8.05K
|
454
$19.2K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-233- 4.78% |
$8.18K - $8.73K
|
4.64K
$196K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-235- 2.13% |
$8.25K - $8.8K
|
10.8K
$457K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-253- 0.93% |
$8.88K - $9.47K
|
27.1K
$1.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-334- 96.25% |
$11.7K - $12.5K
|
13
$550
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-381- 2.72% |
$13.4K - $14.3K
|
13.6K
$576K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-501- 3.88% |
$17.6K - $18.8K
|
12.4K
$525K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-503- 90.14% |
$17.7K - $18.8K
|
55
$2.33K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-705- 11.56% |
$24.8K - $26.4K
|
5.39K
$228K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-742- 7.0% |
$26.1K - $27.8K
|
9.86K
$418K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-744- 99.87% |
$26.1K - $27.9K
|
1
$42.3
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-947- 2.35% |
$33.2K - $35.5K
|
39.4K
$1.67M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-985- 11.32% |
$34.6K - $36.9K
|
7.72K
$327K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.36K- 21.39% |
$47.6K - $50.8K
|
4.99K
$211K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.42K- 10.57% |
$49.9K - $53.3K
|
12K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.75K- 71.42% |
$61.6K - $65.7K
|
702
$29.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.92K- 13.62% |
$67.4K - $71.9K
|
12.2K
$516K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.01K- 6.11% |
$70.6K - $75.3K
|
30.9K
$1.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.12K- 1.64% |
$74.6K - $79.5K
|
127K
$5.38M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.27K- 2.45% |
$79.7K - $85K
|
90.3K
$3.82M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.62K- 10.64% |
$92.1K - $98.2K
|
22K
$932K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.69K- 9.91% |
$94.5K - $101K
|
24.5K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.05K- 2.79% |
$142K - $152K
|
141K
$5.97M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.71K- 3.03% |
$165K - $176K
|
151K
$6.38M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.72K- 33.95% |
$166K - $177K
|
9.17K
$388K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-8.92K- 69.62% |
$313K - $334K
|
3.89K
$165K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.2K- 33.62% |
$323K - $345K
|
18.2K
$769K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.24K- 20.56% |
$325K - $346K
|
35.7K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13K- 14.1% |
$457K - $487K
|
79.3K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-27.1K- 2.51% |
$950K - $1.01M
|
1.05M
$44.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33K- 13.08% |
$1.16M - $1.23M
|
219K
$9.27M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35K- 16.89% |
$1.23M - $1.31M
|
172K
$7.28M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-52.2K- 40.69% |
$1.83M - $1.96M
|
76.1K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-52.2K- 21.56% |
$1.83M - $1.96M
|
190K
$8.04M
|