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 07, 2025
Q2 2025
|
Brickley Wealth Management
|
SELL
|
- |
-22- 0.02% |
$833 - $936
|
128K
$5.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-35- 0.43% |
$1.33K - $1.49K
|
8.17K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-58- 37.42% |
$2.2K - $2.47K
|
97
$4.05K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-67- 0.66% |
$2.54K - $2.85K
|
10.1K
$423K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-74- 1.24% |
$2.8K - $3.15K
|
5.88K
$245K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-98- 1.93% |
$3.71K - $4.17K
|
4.98K
$208K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-117- 2.15% |
$4.43K - $4.98K
|
5.32K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-130- 3.93% |
$4.92K - $5.53K
|
3.18K
$133K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-159- 0.46% |
$6.02K - $6.76K
|
34.4K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-192- 3.44% |
$7.27K - $8.17K
|
5.38K
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-232- 55.37% |
$8.79K - $9.87K
|
187
$7.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-263- 1.95% |
$9.96K - $11.2K
|
13.2K
$552K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-282- 3.86% |
$10.7K - $12K
|
7.03K
$293K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-284- 0.32% |
$10.8K - $12.1K
|
88.7K
$3.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-285- 4.12% |
$10.8K - $12.1K
|
6.64K
$277K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-291- 1.17% |
$11K - $12.4K
|
24.7K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-295- 68.45% |
$11.2K - $12.5K
|
136
$5.67K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-324- 2.9% |
$12.3K - $13.8K
|
10.8K
$452K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-366- 1.42% |
$13.9K - $15.6K
|
25.5K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-382- 16.5% |
$14.5K - $16.3K
|
1.93K
$80.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-544- 37.88% |
$20.6K - $23.1K
|
892
$37.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-657- 9.89% |
$24.9K - $27.9K
|
5.99K
$250K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-700- 14.18% |
$26.5K - $29.8K
|
4.24K
$177K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.06K- 1.5% |
$40.2K - $45.2K
|
69.7K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.14K- 1.84% |
$43K - $48.3K
|
60.7K
$2.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.98K- 9.55% |
$74.9K - $84.2K
|
18.7K
$782K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.07K- 22.47% |
$78.2K - $87.8K
|
7.13K
$297K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.18K- 99.05% |
$82.6K - $92.8K
|
21
$876
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.88K- 47.58% |
$109K - $123K
|
3.17K
$132K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.28K- 21.75% |
$162K - $182K
|
15.4K
$642K
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-5.86K- 52.13% |
$222K - $249K
|
5.38K
$224K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-6.68K- 7.2% |
$253K - $284K
|
86.1K
$3.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.75K- 98.58% |
$255K - $287K
|
97
$4.05K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.78K- 51.24% |
$257K - $288K
|
6.45K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.98K- 2.45% |
$264K - $297K
|
278K
$11.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.98K- 3.77% |
$264K - $297K
|
178K
$7.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.9K- 32.47% |
$716K - $805K
|
39.3K
$1.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.6K- 4.28% |
$782K - $878K
|
462K
$19.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-23.7K- 76.7% |
$898K - $1.01M
|
7.2K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-46K- 8.46% |
$1.74M - $1.95M
|
497K
$20.8M
|