Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
105+ 0.1% |
$3.87K - $4.1K
|
101K
$4.16M
|
|
|
Oct 18, 2021
Q3 2021
|
Act Advisors, Llc.
|
BUY
|
- |
105+ 0.41% |
$3.87K - $4.1K
|
25.9K
$1.07M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
59+ 0.61% |
$2.18K - $2.3K
|
9.75K
$403K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
40+ 0.51% |
$1.48K - $1.56K
|
7.87K
$325K
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
15+ 0.49% |
$553 - $585
|
3.07K
$127K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
13+ 0.53% |
$480 - $507
|
2.45K
$101K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
3New |
$111 - $117
|
3
$124
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 3.33% |
$36.9 - $39
|
31
$1.28K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$36.9 - $39
|
741
$30.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-18- 0.95% |
$664 - $703
|
1.88K
$77.5K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-27- 0.09% |
$996 - $1.05K
|
28.6K
$1.18M
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-48Closed |
$1.77K - $1.87K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
SELL
|
- |
-52- 0.69% |
$1.92K - $2.03K
|
7.48K
$309K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-85Closed |
$3.14K - $3.32K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-94- 1.6% |
$3.47K - $3.67K
|
5.8K
$240K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-105- 1.79% |
$3.87K - $4.1K
|
5.77K
$238K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-116- 14.34% |
$4.28K - $4.53K
|
693
$28.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-119- 66.48% |
$4.39K - $4.64K
|
60
$2.48K
|
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-150- 0.32% |
$5.53K - $5.85K
|
47.1K
$1.95M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-170- 1.07% |
$6.27K - $6.64K
|
15.8K
$652K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-191Closed |
$7.05K - $7.45K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-247- 3.98% |
$9.11K - $9.64K
|
5.96K
$246K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-295- 1.65% |
$10.9K - $11.5K
|
17.5K
$725K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-314- 3.77% |
$11.6K - $12.3K
|
8.02K
$332K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-314- 0.97% |
$11.6K - $12.3K
|
32.2K
$1.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-316- 0.69% |
$11.7K - $12.3K
|
45.6K
$1.89M
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-357- 2.44% |
$13.2K - $13.9K
|
14.3K
$591K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-418- 0.65% |
$15.4K - $16.3K
|
64.2K
$2.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-500Closed |
$18.4K - $19.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-579- 0.43% |
$21.4K - $22.6K
|
133K
$5.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-708- 30.08% |
$26.1K - $27.6K
|
1.65K
$68K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-771- 0.71% |
$28.4K - $30.1K
|
108K
$4.46M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-956- 0.98% |
$35.3K - $37.3K
|
96.6K
$3.99M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.01KClosed |
$37.3K - $39.5K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.8K- 1.54% |
$66.4K - $70.3K
|
115K
$4.75M
|
|
|
Oct 26, 2021
Q3 2021
|
Brickley Wealth Management
|
SELL
|
- |
-2.39K- 1.7% |
$88.3K - $93.4K
|
138K
$5.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.52K- 19.03% |
$92.8K - $98.2K
|
10.7K
$443K
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.86K- 14.53% |
$105K - $112K
|
16.8K
$695K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.86K- 0.79% |
$106K - $112K
|
358K
$14.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.15K- 1.14% |
$116K - $123K
|
273K
$11.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.84K- 39.09% |
$142K - $150K
|
5.98K
$247K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.41K- 48.1% |
$163K - $172K
|
4.76K
$197K
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.85K- 6.61% |
$179K - $189K
|
68.5K
$2.83M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.02KClosed |
$185K - $196K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.91K- 12.74% |
$218K - $230K
|
40.4K
$1.67M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.09KClosed |
$225K - $238K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.1K- 26.81% |
$262K - $277K
|
19.4K
$801K
|
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-7.18KClosed |
$265K - $280K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-8.19K- 96.3% |
$302K - $320K
|
315
$13K
|