Purchases and Sales Made in Q3 2023 in Ishares Msci Usa Small Cap Min (SMMV)

SMMV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Min (SMMV) during Q3 2023. 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 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
576K
+ 17.65%
$19M - $20.3M
3.84M $163M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
552K
+ 17.91%
$18.2M - $19.4M
3.63M $154M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
502K
+ 4.28%
$16.6M - $17.7M
12.2M $520M
Oct 13, 2023 Q3 2023
Summit Global Investments

Bountiful, UT
BUY
 -
30.7K
+ 8.91%
$1.01M - $1.08M
375K $15.9M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
26.9K
New
$890K - $949K
26.9K $1.14M
Oct 24, 2023 Q3 2023
Wealth Management Resources, Inc.

BUY
 -
15.8K
+ 5.33%
$523K - $557K
313K $13.3M
Nov 14, 2023 Q3 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
13.7K
New
$453K - $482K
13.7K $582K
Oct 17, 2023 Q3 2023
Armbruster Capital Management, Inc.

BUY
 -
11.9K
+ 57.56%
$393K - $419K
32.6K $1.38M
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
11.4K
New
$376K - $401K
11.4K $484K
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
10.9K
+ 27.78%
$360K - $384K
50.1K $2.13M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
9.36K
+ 101.32%
$309K - $329K
18.6K $790K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
7.15K
+ 6010.08%
$236K - $252K
7.27K $309K
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
5.13K
New
$169K - $180K
5.13K $218K
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
4.36K
+ 3.69%
$144K - $154K
123K $5.21M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
3.36K
+ 39.44%
$111K - $118K
11.9K $505K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
2.44K
New
$80.7K - $86K
2.44K $104K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
2.11K
+ 1078.57%
$69.8K - $74.4K
2.31K $98.2K
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
1.41K
+ 12.22%
$46.5K - $49.6K
12.9K $549K
Oct 17, 2023 Q3 2023
Patriot Investment Management Inc.

BUY
 -
1.35K
+ 7.46%
$44.7K - $47.6K
19.5K $829K
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
1.28K
New
$42.2K - $45K
1.28K $54.3K
Oct 10, 2023 Q3 2023
Marcum Wealth, LLC

BUY
 -
773
+ 3.57%
$25.5K - $27.2K
22.4K $952K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
557
+ 0.36%
$18.4K - $19.6K
153K $6.52M
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
300
+ 25.23%
$9.91K - $10.6K
1.49K $63.3K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
300
New
$9.91K - $10.6K
300 $12.8K
Nov 07, 2023 Q3 2023
Intelligence Driven Advisers, LLC

BUY
 -
211
+ 2.4%
$6.97K - $7.43K
8.99K $382K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
187
New
$6.18K - $6.58K
187 $7.95K
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
182
+ 2.48%
$6.01K - $6.41K
7.51K $319K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
164
New
$5.42K - $5.77K
164 $6.97K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
163
New
$5.38K - $5.74K
163 $6.93K
Nov 09, 2023 Q3 2023
Hallmark Capital Management Inc

BUY
 -
109
New
$3.6K - $3.84K
109 $4.63K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
70
New
$2.31K - $2.46K
70 $2.98K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
62
+ 112.73%
$2.05K - $2.18K
117 $4.97K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
30
+ 0.19%
$991 - $1.06K
15.8K $670K
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-16
- 0.01%
$528 - $563
248K $10.6M
Oct 27, 2023 Q3 2023
Assetmark, Inc

SELL
 -
-17
- 34.69%
$562 - $599
32 $1.36K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-31
- 0.28%
$1.02K - $1.09K
11K $467K
Jan 12, 2024 Q3 2023
Burns Matteson Capital Management, LLC

Corning, NY
SELL
 -
-69
- 0.17%
$2.28K - $2.43K
41.7K $1.77M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

SELL
 -
-85
- 1.37%
$2.81K - $2.99K
6.13K $260K
Nov 15, 2023 Q3 2023
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-95
- 5.66%
$3.14K - $3.34K
1.58K $67.3K
Oct 13, 2023 Q3 2023
S.A. Mason LLC

SELL
 -
-110
- 2.14%
$3.63K - $3.87K
5.04K $214K
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-145
- 0.53%
$4.79K - $5.11K
27.3K $1.16M
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-145
- 64.44%
$4.79K - $5.11K
80 $3.4K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

SELL
 -
-148
- 0.69%
$4.89K - $5.21K
21.2K $899K
Oct 25, 2023 Q3 2023
Stephens Consulting, LLC

Flint, MI
SELL
 -
-159
- 6.41%
$5.25K - $5.6K
2.32K $98.7K
Oct 30, 2023 Q3 2023
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-176
- 26.59%
$5.81K - $6.2K
486 $20.7K
Oct 25, 2023 Q3 2023
Fortune Financial Advisors, LLC

Overland Park, KS
SELL
 -
-200
- 1.17%
$6.61K - $7.04K
17K $721K

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