Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
385KNew |
$14.6M - $16.4M
|
385K
$16M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
297K+ 484.19% |
$11.3M - $12.6M
|
359K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.7KNew |
$1.43M - $1.6M
|
37.7K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.8K+ 17.0% |
$901K - $1.01M
|
164K
$6.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.5K+ 11.59% |
$815K - $916K
|
207K
$8.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.6K+ 59.67% |
$514K - $577K
|
36.3K
$1.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.2KNew |
$463K - $520K
|
12.2K
$510K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
12.1KNew |
$458K - $515K
|
12.1K
$505K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
8.85KNew |
$335K - $376K
|
8.85K
$369K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7.66K+ 2632.3% |
$290K - $326K
|
7.95K
$332K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.51KNew |
$284K - $320K
|
7.51K
$313K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.41KNew |
$281K - $315K
|
7.41K
$309K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.08K+ 17.57% |
$268K - $301K
|
47.4K
$1.98M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
6.8K+ 317.76% |
$258K - $289K
|
8.94K
$373K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
5.35K+ 1.88% |
$203K - $228K
|
289K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.06K+ 55.07% |
$192K - $215K
|
14.3K
$595K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.03KNew |
$191K - $214K
|
5.03K
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.85KNew |
$184K - $206K
|
4.85K
$202K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.44K+ 57.67% |
$168K - $189K
|
12.1K
$507K
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.98K+ 80.38% |
$151K - $169K
|
8.94K
$373K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.75K+ 10.27% |
$66.3K - $74.5K
|
18.8K
$785K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.7K+ 2.75% |
$64.3K - $72.3K
|
63.5K
$2.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.33K+ 3.8% |
$50.3K - $56.5K
|
36.2K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.16K+ 23.92% |
$43.9K - $49.3K
|
6K
$250K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
895New |
$33.9K - $38.1K
|
895
$37.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
790+ 2.33% |
$29.9K - $33.6K
|
34.7K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
746+ 0.06% |
$28.3K - $31.7K
|
1.26M
$52.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
735+ 12.16% |
$27.8K - $31.3K
|
6.78K
$283K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
500+ 6.12% |
$18.9K - $21.3K
|
8.67K
$362K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
496+ 5.3% |
$18.8K - $21.1K
|
9.85K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
423+ 2.89% |
$16K - $18K
|
15.1K
$628K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
290+ 9.5% |
$11K - $12.3K
|
3.34K
$139K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
254+ 0.46% |
$9.62K - $10.8K
|
55.6K
$2.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
115New |
$4.36K - $4.89K
|
115
$4.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
107New |
$4.05K - $4.55K
|
107
$4.46K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
92+ 0.8% |
$3.48K - $3.91K
|
11.5K
$482K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
42+ 0.32% |
$1.59K - $1.79K
|
13.1K
$547K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25+ 0.24% |
$947 - $1.06K
|
10.3K
$432K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
20+ 0.26% |
$757 - $851
|
7.59K
$317K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.05% |
$227 - $255
|
13.3K
$555K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.11% |
$189 - $213
|
4.63K
$193K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4+ 0.07% |
$151 - $170
|
5.43K
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4+ 0.06% |
$151 - $170
|
6.74K
$281K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.22% |
$114 - $128
|
1.36K
$56.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.5% |
$114 - $128
|
605
$25.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 1.75% |
$37.9 - $42.5
|
58
$2.42K
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
1New |
$37.9 - $42.5
|
1
$41.7
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.09% |
$37.9 - $42.5
|
1.15K
$48.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1- -0.0% |
$37.9 - $42.5
|
26.8K
$1.12M
|