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
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-79- 1.06% |
$2.92K - $3.23K
|
7.36K
$307K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-84- 1.02% |
$3.11K - $3.43K
|
8.17K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-98- 1.69% |
$3.63K - $4K
|
5.71K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-149- 1.47% |
$5.51K - $6.09K
|
9.96K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-167- 1.95% |
$6.18K - $6.82K
|
8.41K
$351K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-247- 3.25% |
$9.14K - $10.1K
|
7.35K
$307K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-262- 1.93% |
$9.69K - $10.7K
|
13.3K
$556K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-301- 1.32% |
$11.1K - $12.3K
|
22.5K
$941K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-388- 60.91% |
$14.4K - $15.8K
|
249
$10.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-462- 1.35% |
$17.1K - $18.9K
|
33.8K
$1.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-527- 89.02% |
$19.5K - $21.5K
|
65
$2.71K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-614- 6.21% |
$22.7K - $25.1K
|
9.27K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-655- 11.66% |
$24.2K - $26.8K
|
4.96K
$207K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-692- 0.77% |
$25.6K - $28.3K
|
89.7K
$3.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-700- 1.73% |
$25.9K - $28.6K
|
39.8K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-767- 0.98% |
$28.4K - $31.3K
|
77.2K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-900- 7.91% |
$33.3K - $36.8K
|
10.5K
$438K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-947- 15.06% |
$35K - $38.7K
|
5.34K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-976- 4.13% |
$36.1K - $39.9K
|
22.7K
$946K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.06K- 10.54% |
$39.2K - $43.2K
|
8.99K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 9.43% |
$40.4K - $44.6K
|
10.5K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.2K- 10.17% |
$44.4K - $49K
|
10.6K
$443K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.94K- 7.17% |
$71.6K - $79.1K
|
25.1K
$1.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.21K- 18.01% |
$81.9K - $90.4K
|
10.1K
$421K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.52K- 1.64% |
$93.2K - $103K
|
151K
$6.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.13K- 19.29% |
$116K - $128K
|
13.1K
$546K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.23K- 8.56% |
$120K - $132K
|
34.5K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.5K- 8.65% |
$129K - $143K
|
37K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.16K- 25.51% |
$154K - $170K
|
12.1K
$507K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4.31K- 3.4% |
$159K - $176K
|
122K
$5.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.23K- 2.77% |
$193K - $213K
|
184K
$7.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.41K- 3.23% |
$237K - $262K
|
192K
$8.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.53K- 33.32% |
$353K - $389K
|
19.1K
$796K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.6K- 39.66% |
$393K - $434K
|
16.2K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.8K- 28.32% |
$401K - $442K
|
27.4K
$1.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.4K- 55.12% |
$570K - $629K
|
12.5K
$524K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.1K- 12.46% |
$634K - $700K
|
120K
$5.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-17.4K- 39.85% |
$645K - $712K
|
26.3K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.8K- 5.94% |
$954K - $1.05M
|
409K
$17.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-88.7K- 12.84% |
$3.28M - $3.62M
|
602K
$25.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-102K- 11.86% |
$3.78M - $4.18M
|
760K
$31.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-142K- 93.49% |
$5.24M - $5.79M
|
9.86K
$412K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13M- 98.49% |
$481M - $531M
|
199K
$8.33M
|