Purchases and Sales Made in Q2 2023 in Ishares Msci Usa Small Cap Min (SMMV)

SMMV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Min (SMMV) during Q2 2023. 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
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
603K
+ 22.64%
$20M - $21.2M
3.26M $138M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
523K
+ 20.46%
$17.3M - $18.4M
3.08M $130M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
359K
+ 3.15%
$11.9M - $12.6M
11.7M $496M
Jul 18, 2023 Q2 2023
Summit Global Investments

Bountiful, UT
BUY
 -
112K
+ 48.46%
$3.72M - $3.95M
344K $14.6M
Jul 11, 2023 Q2 2023
Wealth Management Resources, Inc.

BUY
 -
30.8K
+ 11.59%
$1.02M - $1.08M
297K $12.6M
Aug 07, 2023 Q2 2023
Fortune Financial Advisors, LLC

Overland Park, KS
BUY
 -
17.2K
New
$569K - $603K
17.2K $726K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
10.5K
+ 7.62%
$348K - $369K
149K $6.28M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
9.98K
+ 12.35%
$331K - $350K
90.8K $3.84M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
9.35K
+ 1.89%
$310K - $328K
505K $21.4M
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
7.32K
New
$243K - $257K
7.32K $310K
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
6.25K
New
$207K - $219K
6.25K $264K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
6.14K
+ 12.51%
$203K - $216K
55.2K $2.34M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
5.41K
+ 3.67%
$179K - $190K
153K $6.46M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
3.21K
+ 2.79%
$106K - $113K
118K $4.99M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
3.16K
+ 46.2%
$105K - $111K
10K $423K
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
2.78K
+ 19.49%
$92K - $97.6K
17K $720K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
2.42K
New
$80.1K - $84.9K
2.42K $102K
Aug 09, 2023 Q2 2023
Wade Financial Advisory, Inc

BUY
 -
2K
+ 1.38%
$66.2K - $70.2K
147K $6.22M
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
1.91K
+ 1256.58%
$63.3K - $67.1K
2.06K $87.2K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
920
+ 1.8%
$30.5K - $32.3K
52K $2.2M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
894
+ 18.01%
$29.6K - $31.4K
5.86K $248K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
335
+ 1.81%
$11.1K - $11.8K
18.8K $796K
Aug 10, 2023 Q2 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
180
New
$5.96K - $6.32K
180 $7.61K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
173
+ 2.87%
$5.73K - $6.07K
6.21K $263K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
158
+ 438.89%
$5.23K - $5.55K
194 $8.2K
Jul 13, 2023 Q2 2023
Marcum Wealth, LLC

BUY
 -
143
+ 0.67%
$4.74K - $5.02K
21.6K $914K
Aug 08, 2023 Q2 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
117
+ 0.43%
$3.88K - $4.11K
27.5K $1.16M
Jul 13, 2023 Q2 2023
Patriot Investment Management Inc.

BUY
 -
85
+ 0.47%
$2.82K - $2.98K
18.1K $767K
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
70
+ 6.26%
$2.32K - $2.46K
1.19K $50.3K
Jul 11, 2023 Q2 2023
Brickley Wealth Management

BUY
 -
50
+ 0.04%
$1.66K - $1.76K
129K $5.43M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
49
New
$1.62K - $1.72K
49 $2.07K
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
39
+ 0.31%
$1.29K - $1.37K
12.4K $526K
Aug 04, 2023 Q2 2023
Princeton Global Asset Management LLC

BUY
 -
34
+ 0.4%
$1.13K - $1.19K
8.58K $363K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
30
New
$994 - $1.05K
30 $1.27K
Aug 15, 2023 Q2 2023
Raymond James Trust Co. Of Nh

BUY
 -
24
+ 0.41%
$795 - $843
5.88K $248K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
9
+ 0.09%
$298 - $316
10.5K $445K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
6
+ 0.01%
$199 - $211
103K $4.35M
Aug 01, 2023 Q2 2023
Financial Advisors, LLC

Andover, MA
BUY
 -
4
+ 0.07%
$132 - $140
5.84K $247K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
3
+ 0.33%
$99.4 - $105
902 $38.1K
Aug 16, 2023 Q2 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
2
+ 0.24%
$66.2 - $70.2
850 $35.9K
Jul 20, 2023 Q2 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
1
+ 0.04%
$33.1 - $35.1
2.48K $105K
Jul 13, 2023 Q2 2023
Sugarloaf Wealth Management, LLC

BUY
 -
1
+ 0.43%
$33.1 - $35.1
235 $9.93K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

SELL
 -
-34
- 0.16%
$1.13K - $1.19K
21.3K $901K
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

SELL
 -
-48
- 0.51%
$1.59K - $1.69K
9.42K $398K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-55
- 50.0%
$1.82K - $1.93K
55 $2.32K
Jul 18, 2023 Q2 2023
Intelligence Driven Advisers, LLC

SELL
 -
-72
- 0.81%
$2.38K - $2.53K
8.78K $371K
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-105
- 0.26%
$3.48K - $3.69K
40.2K $1.7M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-110
- 1.74%
$3.64K - $3.86K
6.23K $263K

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