Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72.3K+ 6.08% |
$2.92M - $3.08M
|
1.26M
$53.3M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
61.8KNew |
$2.49M - $2.63M
|
61.8K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.5K+ 193.86% |
$1.63M - $1.73M
|
61.4K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
30.9KNew |
$1.25M - $1.32M
|
30.9K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
25.4KNew |
$1.03M - $1.08M
|
25.4K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
6.84KNew |
$276K - $292K
|
6.84K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.43KNew |
$219K - $232K
|
5.43K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.23K+ 17.65% |
$211K - $223K
|
34.9K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.33K+ 32.77% |
$135K - $142K
|
13.5K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.31KNew |
$134K - $141K
|
3.31K
$140K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.19K+ 1.75% |
$129K - $136K
|
186K
$7.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.14KNew |
$86.4K - $91.3K
|
2.14K
$90.4K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
862+ 13.54% |
$34.8K - $36.8K
|
7.23K
$306K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
736+ 0.26% |
$29.7K - $31.4K
|
284K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
590+ 0.67% |
$23.8K - $25.2K
|
89K
$3.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
575+ 1.45% |
$23.2K - $24.5K
|
40.3K
$1.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
528New |
$21.3K - $22.5K
|
528
$22.3K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
345+ 125.0% |
$13.9K - $14.7K
|
621
$26.2K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
313+ 11.42% |
$12.6K - $13.3K
|
3.05K
$129K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
291New |
$11.8K - $12.4K
|
291
$12.3K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63+ 0.94% |
$2.54K - $2.69K
|
6.74K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
59+ 0.17% |
$2.38K - $2.52K
|
33.9K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
53New |
$2.14K - $2.26K
|
53
$2.24K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
48New |
$1.94K - $2.05K
|
48
$2.03K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
37+ 2.11% |
$1.49K - $1.58K
|
1.79K
$75.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
36+ 0.35% |
$1.45K - $1.54K
|
10.2K
$431K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
18New |
$727 - $768
|
18
$761
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8+ 5.44% |
$323 - $341
|
155
$6.55K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7+ 0.05% |
$283 - $299
|
13.3K
$562K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
6+ 0.12% |
$242 - $256
|
4.95K
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5+ 0.09% |
$202 - $213
|
5.42K
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4+ 0.3% |
$162 - $171
|
1.36K
$57.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.5% |
$121 - $128
|
602
$25.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
3+ 0.06% |
$121 - $128
|
5.08K
$214K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2+ 0.47% |
$80.8 - $85.3
|
431
$18.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
1+ 0.0% |
$40.4 - $42.7
|
128K
$5.41M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-8- 0.13% |
$323 - $341
|
5.96K
$252K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-15- 0.09% |
$606 - $640
|
17.1K
$721K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20- 0.41% |
$808 - $853
|
4.84K
$205K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-31- 0.09% |
$1.25K - $1.32K
|
34.5K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-40- 0.86% |
$1.62K - $1.71K
|
4.63K
$196K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-56- 0.61% |
$2.26K - $2.39K
|
9.19K
$388K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-76- 0.81% |
$3.07K - $3.24K
|
9.36K
$395K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-81- 0.62% |
$3.27K - $3.45K
|
13.1K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-119- 15.78% |
$4.81K - $5.08K
|
635
$26.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-132- 5.66% |
$5.33K - $5.63K
|
2.2K
$93.1K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-133- 1.73% |
$5.37K - $5.67K
|
7.57K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-140- 0.95% |
$5.65K - $5.97K
|
14.6K
$619K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-143- 2.28% |
$5.77K - $6.1K
|
6.13K
$259K
|