Purchases and Sales Made in Q3 2024 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 2024. 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 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
153KNew |
$5.64M - $6.23M
|
153K
$6.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
136KNew |
$5.03M - $5.56M
|
136K
$5.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
97.5K+ 150.4% |
$3.61M - $3.98M
|
162K
$6.77M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
16.2KNew |
$599K - $661K
|
16.2K
$676K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.9K+ 31.54% |
$479K - $529K
|
54K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$474K - $523K
|
12.8K
$535K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.6K+ 320.37% |
$392K - $432K
|
13.9K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.05K+ 0.88% |
$335K - $369K
|
1.03M
$43.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
8.43KNew |
$312K - $344K
|
8.43K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.21KNew |
$304K - $335K
|
8.21K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.35KNew |
$272K - $300K
|
7.35K
$307K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
6.37KNew |
$236K - $260K
|
6.37K
$266K
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.27KNew |
$232K - $256K
|
6.27K
$262K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
5.53K+ 1.68% |
$205K - $226K
|
335K
$14M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.85K+ 11.12% |
$105K - $116K
|
28.5K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.38K+ 29.33% |
$88K - $97.2K
|
10.5K
$438K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.06K+ 2.94% |
$76.1K - $84K
|
72.1K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.76KNew |
$65K - $71.7K
|
1.76K
$73.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.68K+ 19.32% |
$62.2K - $68.7K
|
10.4K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.46KNew |
$54K - $59.6K
|
1.46K
$60.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.25KNew |
$46.3K - $51.2K
|
1.25K
$52.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.22K+ 179.5% |
$45K - $49.7K
|
1.9K
$79.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
1.12K+ 0.88% |
$41.2K - $45.5K
|
128K
$5.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
871+ 390.58% |
$32.2K - $35.6K
|
1.09K
$45.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
711+ 0.96% |
$26.3K - $29K
|
74.7K
$3.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
585+ 28.03% |
$21.6K - $23.9K
|
2.67K
$112K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
386New |
$14.3K - $15.8K
|
386
$16.1K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
331+ 0.75% |
$12.2K - $13.5K
|
44.4K
$1.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
194New |
$7.18K - $7.92K
|
194
$8.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
80New |
$2.96K - $3.27K
|
80
$3.34K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
80New |
$2.96K - $3.27K
|
80
$3.34K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
77+ 0.64% |
$2.85K - $3.14K
|
12K
$503K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
56+ 0.19% |
$2.07K - $2.29K
|
30K
$1.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
36New |
$1.33K - $1.47K
|
36
$1.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26+ 0.4% |
$962 - $1.06K
|
6.47K
$270K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
15+ 0.32% |
$555 - $613
|
4.66K
$195K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
13+ 0.13% |
$481 - $531
|
9.88K
$413K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.52% |
$259 - $286
|
1.35K
$56.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6+ 0.11% |
$222 - $245
|
5.41K
$226K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.68% |
$148 - $163
|
596
$24.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3+ 0.13% |
$111 - $123
|
2.33K
$97.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1New |
$37 - $40.8
|
1
$41.8
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 1.79% |
$37 - $40.8
|
57
$2.38K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-19- 7.95% |
$703 - $776
|
220
$9.19K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-30- 2.78% |
$1.11K - $1.23K
|
1.05K
$43.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-55- 0.19% |
$2.03K - $2.25K
|
29.3K
$1.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-64- 0.64% |
$2.37K - $2.61K
|
9.91K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-74- 66.07% |
$2.74K - $3.02K
|
38
$1.59K
|