Purchases and Sales Made in Q3 2022 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 2022. 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 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
387K+ 28.68% |
$12.3M - $14.3M
|
1.74M
$72.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
337K+ 23.2% |
$10.8M - $12.5M
|
1.79M
$74.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
121K+ 9.23% |
$3.86M - $4.48M
|
1.43M
$59.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
97.5K+ 132.7% |
$3.11M - $3.61M
|
171K
$7.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
62.6K+ 6260600.0% |
$2M - $2.32M
|
62.6K
$2.61M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
59.5K+ 12.35% |
$1.9M - $2.2M
|
541K
$22.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.3K+ 62.42% |
$1.38M - $1.6M
|
113K
$4.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
41KNew |
$1.31M - $1.52M
|
41K
$1.71M
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
34.1KNew |
$1.09M - $1.26M
|
34.1K
$1.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32KNew |
$1.02M - $1.18M
|
32K
$1.33M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32KNew |
$1.02M - $1.18M
|
32K
$1.33M
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
30.3KNew |
$966K - $1.12M
|
30.3K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.8K+ 7.8% |
$791K - $919K
|
343K
$14.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
18.1K+ 14.15% |
$578K - $671K
|
146K
$6.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.4K+ 0.16% |
$556K - $645K
|
11M
$459M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.5K+ 237.73% |
$463K - $538K
|
20.6K
$861K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.1K+ 12.56% |
$419K - $487K
|
118K
$4.92M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.1K+ 18.88% |
$417K - $484K
|
82.2K
$3.43M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
12.4KNew |
$396K - $459K
|
12.4K
$518K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 3.59% |
$346K - $402K
|
313K
$13.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.5K+ 127.27% |
$334K - $388K
|
18.7K
$781K
|
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
9.83K+ 97.28% |
$314K - $364K
|
19.9K
$832K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.18K+ 33.96% |
$293K - $340K
|
36.2K
$1.51M
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
4.34K+ 67.8% |
$138K - $161K
|
10.7K
$448K
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
4.32K+ 1.68% |
$138K - $160K
|
262K
$10.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.68K+ 3.46% |
$117K - $136K
|
110K
$4.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.36K+ 12.78% |
$107K - $125K
|
29.7K
$1.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.84K+ 2.12% |
$90.6K - $105K
|
137K
$5.72M
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.88KNew |
$59.8K - $69.5K
|
1.88K
$78.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.84K+ 1.42% |
$58.7K - $68.1K
|
131K
$5.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.83K+ 4956.76% |
$58.5K - $67.9K
|
1.87K
$78.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.61K+ 8.92% |
$51.4K - $59.7K
|
19.7K
$822K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.55KNew |
$49.6K - $57.5K
|
1.55K
$64.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.43K+ 14.84% |
$45.8K - $53.1K
|
11.1K
$463K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
866New |
$27.6K - $32.1K
|
866
$36.2K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
751+ 1.27% |
$24K - $27.8K
|
60K
$2.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
710+ 3.99% |
$22.7K - $26.3K
|
18.5K
$772K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
669+ 1.99% |
$21.3K - $24.8K
|
34.3K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
640+ 33.33% |
$20.4K - $23.7K
|
2.56K
$107K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
401+ 5.7% |
$12.8K - $14.9K
|
7.44K
$311K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
326+ 10.01% |
$10.4K - $12.1K
|
3.58K
$150K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
279+ 0.44% |
$8.9K - $10.3K
|
63K
$2.63M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
180New |
$5.74K - $6.67K
|
180
$7.52K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
107+ 13.06% |
$3.41K - $3.96K
|
926
$38.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
BUY
|
- |
57+ 0.04% |
$1.82K - $2.11K
|
129K
$5.38M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
44+ 88.0% |
$1.4K - $1.63K
|
94
$3.92K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
40New |
$1.28K - $1.48K
|
40
$1.67K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
35+ 0.31% |
$1.12K - $1.3K
|
11.2K
$468K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
29New |
$925 - $1.07K
|
29
$1.21K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
10+ 0.88% |
$319 - $371
|
1.15K
$47.9K
|