Purchases and Sales Made in Q2 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-156- 1.67% |
$5.17K - $5.48K
|
9.16K
$379K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-178- 1.59% |
$5.9K - $6.25K
|
11K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-182- 0.53% |
$6.03K - $6.39K
|
34.2K
$1.41M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-185- 2.09% |
$6.13K - $6.5K
|
8.67K
$359K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-192- 2.53% |
$6.36K - $6.74K
|
7.39K
$306K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-213- 24.34% |
$7.05K - $7.48K
|
662
$27.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-217- 1.44% |
$7.19K - $7.62K
|
14.8K
$614K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-229- 1.18% |
$7.58K - $8.04K
|
19.2K
$795K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-260- 3.46% |
$8.61K - $9.13K
|
7.25K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-280- 1.75% |
$9.27K - $9.83K
|
15.7K
$651K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-615- 1.7% |
$20.4K - $21.6K
|
35.5K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-730- 3.83% |
$24.2K - $25.6K
|
18.3K
$759K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-731- 76.46% |
$24.2K - $25.7K
|
225
$9.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-887- 12.38% |
$29.4K - $31.1K
|
6.28K
$259K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-931- 2.18% |
$30.8K - $32.7K
|
41.8K
$1.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.01K- 64.07% |
$33.5K - $35.5K
|
567
$23.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.07K- 6.29% |
$35.6K - $37.7K
|
16K
$661K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.41K- 6.93% |
$46.6K - $49.4K
|
18.9K
$781K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.73K- 26.88% |
$57.2K - $60.7K
|
4.7K
$194K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.29K- 4.39% |
$75.9K - $80.5K
|
49.9K
$2.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.32K- 3.72% |
$76.7K - $81.3K
|
59.9K
$2.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-2.67K- 8.6% |
$88.5K - $93.8K
|
28.4K
$1.17M
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-3.74K- 12.2% |
$124K - $131K
|
26.9K
$1.11M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.12KClosed |
$203K - $215K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.12K- 38.19% |
$236K - $250K
|
11.5K
$476K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.93K- 97.59% |
$263K - $278K
|
196
$8.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.87K- 48.99% |
$294K - $311K
|
9.23K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.6K- 25.31% |
$352K - $373K
|
31.3K
$1.3M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.6K- 25.31% |
$352K - $373K
|
31.3K
$1.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.2K- 58.86% |
$404K - $428K
|
8.53K
$353K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18K- 13.87% |
$597K - $633K
|
112K
$4.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.7K- 8.09% |
$719K - $763K
|
247K
$10.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-27.3K- 61.35% |
$906K - $960K
|
17.2K
$712K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34.8K- 48.34% |
$1.15M - $1.22M
|
37.1K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.6K- 13.15% |
$1.25M - $1.32M
|
248K
$10.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40.3K- 12.52% |
$1.33M - $1.41M
|
281K
$11.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.8K- 61.55% |
$1.48M - $1.57M
|
28K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-53.9K- 3.56% |
$1.78M - $1.89M
|
1.46M
$60.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-61.7K- 61.13% |
$2.04M - $2.17M
|
39.2K
$1.62M
|