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
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-151- 2.74% |
$6.1K - $6.44K
|
5.36K
$226K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-179- 0.86% |
$7.23K - $7.63K
|
20.7K
$876K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-189- 2.12% |
$7.63K - $8.06K
|
8.74K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-204- 2.58% |
$8.24K - $8.7K
|
7.7K
$325K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-271- 1.07% |
$10.9K - $11.6K
|
25K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-283- 2.67% |
$11.4K - $12.1K
|
10.3K
$436K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-297- 4.12% |
$12K - $12.7K
|
6.92K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-322- 1.19% |
$13K - $13.7K
|
26.8K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-349- 1.19% |
$14.1K - $14.9K
|
29K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-372- 5.8% |
$15K - $15.9K
|
6.05K
$255K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-431- 6.65% |
$17.4K - $18.4K
|
6.05K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-491- 1.87% |
$19.8K - $20.9K
|
25.8K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-631- 7.15% |
$25.5K - $26.9K
|
8.2K
$347K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-683- 7.15% |
$27.6K - $29.1K
|
8.86K
$375K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-818- 3.52% |
$33K - $34.9K
|
22.4K
$947K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-932- 68.99% |
$37.6K - $39.7K
|
419
$17.7K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1K- 9.83% |
$40.5K - $42.7K
|
9.19K
$388K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.61K- 1.9% |
$64.9K - $68.5K
|
83.1K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.97K- 45.99% |
$79.6K - $84.1K
|
2.32K
$97.8K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.07K- 2.99% |
$83.7K - $88.4K
|
67.2K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.76K- 33.14% |
$112K - $118K
|
5.58K
$236K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.23K- 22.01% |
$131K - $138K
|
11.5K
$484K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.43K- 1.82% |
$139K - $146K
|
185K
$7.82M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.7K- 4.97% |
$150K - $158K
|
70.8K
$2.99M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.8K- 5.79% |
$153K - $162K
|
61.9K
$2.61M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.04K- 2.8% |
$163K - $172K
|
140K
$5.92M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.35K- 37.28% |
$175K - $185K
|
7.31K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-5.61K- 33.29% |
$226K - $239K
|
11.2K
$475K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.37K- 32.25% |
$378K - $399K
|
19.7K
$831K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.95K- 44.41% |
$402K - $424K
|
12.5K
$527K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-14.8K- 13.73% |
$596K - $630K
|
92.8K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.9K- 22.47% |
$682K - $720K
|
58.3K
$2.46M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-32K- 74.12% |
$1.29M - $1.36M
|
11.2K
$472K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-38.6K- 41.08% |
$1.56M - $1.65M
|
55.4K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-40.5K- 12.43% |
$1.63M - $1.73M
|
285K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-50.7K- 8.53% |
$2.05M - $2.16M
|
543K
$23M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-89K- 15.58% |
$3.6M - $3.8M
|
482K
$20.4M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-150K- 86.86% |
$6.07M - $6.41M
|
22.7K
$961K
|