Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
398K+ 3.87% |
$14.6M - $15.7M
|
10.7M
$446M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
270K+ 36.84% |
$9.89M - $10.6M
|
1M
$41.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
261K+ 36.85% |
$9.54M - $10.3M
|
968K
$40.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
203KNew |
$7.45M - $8.01M
|
203K
$8.49M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
144KNew |
$5.28M - $5.68M
|
144K
$6.02M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
60.8KNew |
$2.23M - $2.39M
|
60.8K
$2.54M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
56.2KNew |
$2.06M - $2.21M
|
56.2K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
34.2K+ 20.88% |
$1.25M - $1.35M
|
198K
$8.27M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
33.1KNew |
$1.21M - $1.3M
|
33.1K
$1.38M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
27.8K+ 180.47% |
$1.02M - $1.1M
|
43.2K
$1.81M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
27.7KNew |
$1.02M - $1.09M
|
27.7K
$1.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.6K+ 4.79% |
$680K - $731K
|
406K
$17M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
16.1KNew |
$588K - $633K
|
16.1K
$671K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14.5KNew |
$529K - $570K
|
14.5K
$603K
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
13.1K+ 77.63% |
$478K - $514K
|
29.9K
$1.25M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
10.8KNew |
$396K - $426K
|
10.8K
$451K
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10KNew |
$368K - $396K
|
10K
$419K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.13KNew |
$261K - $281K
|
7.13K
$297K
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
6.77KNew |
$248K - $267K
|
6.77K
$283K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
6.28K+ 6.01% |
$230K - $248K
|
111K
$4.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.76KNew |
$211K - $227K
|
5.76K
$240K
|
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
5.37KNew |
$197K - $212K
|
5.37K
$224K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.57K+ 229.75% |
$131K - $141K
|
5.12K
$214K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.12K+ 34.5% |
$114K - $123K
|
12.2K
$508K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.06K+ 17.69% |
$112K - $121K
|
20.4K
$850K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.84K+ 32.96% |
$104K - $112K
|
11.4K
$477K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.59K+ 1.15% |
$95K - $102K
|
228K
$9.53M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.31K+ 4.48% |
$84.5K - $90.9K
|
53.7K
$2.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.3KNew |
$84.2K - $90.6K
|
2.3K
$96K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.77K+ 13.03% |
$64.7K - $69.6K
|
15.3K
$640K
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
1.51K+ 4.67% |
$55.1K - $59.3K
|
33.7K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.44K+ 11.07% |
$52.9K - $56.9K
|
14.5K
$605K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.32KNew |
$48.3K - $52K
|
1.32K
$55.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.23K+ 1.14% |
$45.1K - $48.5K
|
109K
$4.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
722+ 3.72% |
$26.4K - $28.5K
|
20.1K
$840K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
640+ 62.5% |
$23.4K - $25.2K
|
1.66K
$69.5K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
636+ 17.79% |
$23.3K - $25.1K
|
4.21K
$176K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
585+ 4.07% |
$21.4K - $23.1K
|
15K
$624K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
536+ 6.32% |
$19.6K - $21.1K
|
9.02K
$377K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
420+ 0.92% |
$15.4K - $16.6K
|
46K
$1.92M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
348+ 3.2% |
$12.7K - $13.7K
|
11.2K
$469K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
348+ 5.82% |
$12.7K - $13.7K
|
6.33K
$264K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
331+ 1.53% |
$12.1K - $13K
|
21.9K
$916K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
295+ 1.68% |
$10.8K - $11.6K
|
17.8K
$744K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
241+ 63.25% |
$8.83K - $9.5K
|
622
$26K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
178New |
$6.52K - $7.01K
|
178
$7.43K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
162New |
$5.93K - $6.38K
|
162
$6.76K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
135New |
$4.95K - $5.32K
|
135
$5.64K
|
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
134+ 0.22% |
$4.91K - $5.28K
|
60.9K
$2.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
132New |
$4.84K - $5.2K
|
132
$5.51K
|