Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
302K+ 2.34% |
$10.7M - $11.4M
|
13.2M
$551M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
102K+ 838.87% |
$3.62M - $3.86M
|
114K
$4.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
53.2K+ 460.72% |
$1.89M - $2.01M
|
64.8K
$2.71M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.8K+ 506.67% |
$1.2M - $1.28M
|
40.4K
$1.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22K+ 5.33% |
$778K - $830K
|
435K
$18.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
17K+ 196.57% |
$601K - $641K
|
25.6K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14KNew |
$495K - $528K
|
14K
$583K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
12K+ 8.6% |
$425K - $453K
|
152K
$6.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.1KNew |
$358K - $382K
|
10.1K
$422K
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
9.87KNew |
$350K - $373K
|
9.87K
$412K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.45KNew |
$228K - $243K
|
6.45K
$269K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.53K+ 7.09% |
$89.7K - $95.6K
|
38.2K
$1.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.83K+ 0.56% |
$64.8K - $69.1K
|
330K
$13.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.32K+ 2400.0% |
$46.8K - $49.8K
|
1.38K
$57.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.16K+ 16571.43% |
$41.1K - $43.8K
|
1.17K
$48.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
985+ 12.76% |
$34.9K - $37.2K
|
8.71K
$363K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
985+ 12.76% |
$34.9K - $37.2K
|
8.71K
$363K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
952New |
$33.7K - $35.9K
|
952
$39.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
804+ 8.7% |
$28.5K - $30.4K
|
10.1K
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
637New |
$22.6K - $24.1K
|
637
$26.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
572+ 8.15% |
$20.3K - $21.6K
|
7.59K
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
570+ 2.18% |
$20.2K - $21.5K
|
26.8K
$1.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
525New |
$18.6K - $19.8K
|
525
$21.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
394New |
$14K - $14.9K
|
394
$16.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
310+ 5.18% |
$11K - $11.7K
|
6.29K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
247+ 13.42% |
$8.75K - $9.33K
|
2.09K
$87.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
223New |
$7.9K - $8.42K
|
223
$9.31K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
215+ 5.6% |
$7.62K - $8.12K
|
4.05K
$169K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
212New |
$7.51K - $8.01K
|
212
$8.85K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
162+ 2.87% |
$5.74K - $6.12K
|
5.81K
$243K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
147New |
$5.21K - $5.55K
|
147
$6.14K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
116New |
$4.11K - $4.38K
|
116
$4.84K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
104+ 1.81% |
$3.68K - $3.93K
|
5.87K
$245K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
104+ 0.12% |
$3.68K - $3.93K
|
90.4K
$3.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
69New |
$2.44K - $2.61K
|
69
$2.88K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
64+ 0.65% |
$2.27K - $2.42K
|
9.98K
$417K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
37+ 6.67% |
$1.31K - $1.4K
|
592
$24.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31+ 0.26% |
$1.1K - $1.17K
|
12K
$499K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
17+ 43.59% |
$602 - $642
|
56
$2.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14New |
$496 - $529
|
14
$585
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13+ 0.24% |
$461 - $491
|
5.41K
$226K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
10+ 0.22% |
$354 - $378
|
4.65K
$194K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
4+ 0.07% |
$142 - $151
|
5.86K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.22% |
$106 - $113
|
1.34K
$55.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.42% |
$35.4 - $37.8
|
239
$9.98K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.04% |
$35.4 - $37.8
|
2.33K
$97.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-7- 0.03% |
$248 - $264
|
23.6K
$987K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-18- 0.24% |
$638 - $680
|
7.44K
$310K
|