Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
484K+ 27.03% |
$15.5M - $17.6M
|
2.27M
$94.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
466K+ 26.86% |
$14.9M - $16.9M
|
2.2M
$91.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
174K+ 1.58% |
$5.58M - $6.32M
|
11.2M
$466M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
115K+ 8.02% |
$3.68M - $4.17M
|
1.55M
$64.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
89.5K+ 45.23% |
$2.87M - $3.25M
|
287K
$12M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.1K+ 4.82% |
$836K - $947K
|
568K
$23.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
22.2K+ 59.92% |
$710K - $805K
|
59.2K
$2.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20.3K+ 73.53% |
$650K - $737K
|
47.9K
$2M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
20K+ 186.23% |
$641K - $727K
|
30.7K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
19.4KNew |
$620K - $703K
|
19.4K
$808K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19K+ 96.28% |
$607K - $688K
|
38.6K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.5K+ 48.29% |
$560K - $635K
|
53.7K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
14.4KNew |
$462K - $524K
|
14.4K
$602K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.8K+ 11.35% |
$410K - $464K
|
125K
$5.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.3K+ 10.79% |
$363K - $412K
|
116K
$4.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
10.4K+ 43.53% |
$333K - $377K
|
34.2K
$1.43M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.56K+ 117.43% |
$274K - $311K
|
15.8K
$661K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.32KNew |
$267K - $302K
|
8.32K
$347K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.2K+ 4.8% |
$263K - $298K
|
179K
$7.48M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.64KNew |
$213K - $241K
|
6.64K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5.83KNew |
$187K - $212K
|
5.83K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.78KNew |
$185K - $210K
|
5.78K
$241K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.21K+ 28.97% |
$135K - $153K
|
18.8K
$783K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.57K+ 3.95% |
$114K - $130K
|
94K
$3.92M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
3.5KNew |
$112K - $127K
|
3.5K
$146K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.35K+ 21.67% |
$107K - $121K
|
18.8K
$784K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.1K+ 165.74% |
$99.4K - $113K
|
4.97K
$208K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.89K+ 2.2% |
$92.4K - $105K
|
134K
$5.59M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
2.61K+ 97.35% |
$83.5K - $94.6K
|
5.28K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.13KNew |
$68.2K - $77.4K
|
2.13K
$88.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.09KNew |
$66.8K - $75.7K
|
2.09K
$87K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.92K+ 117.38% |
$61.5K - $69.7K
|
3.55K
$148K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.77K+ 191.44% |
$56.6K - $64.2K
|
2.69K
$112K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.13KNew |
$36K - $40.9K
|
1.13K
$47K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.1K+ 12.87% |
$35.1K - $39.8K
|
9.61K
$401K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
789+ 2.27% |
$25.3K - $28.7K
|
35.6K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
669New |
$21.4K - $24.3K
|
669
$27.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
497+ 0.79% |
$15.9K - $18.1K
|
63.1K
$2.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
442New |
$14.2K - $16.1K
|
442
$18.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
406New |
$13K - $14.7K
|
406
$17K
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
175+ 0.88% |
$5.61K - $6.36K
|
20.1K
$839K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
104New |
$3.33K - $3.78K
|
104
$4.34K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
95New |
$3.04K - $3.45K
|
95
$3.97K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
95+ 1.18% |
$3.04K - $3.45K
|
8.17K
$341K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90+ 0.26% |
$2.88K - $3.27K
|
34.4K
$1.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
89New |
$2.85K - $3.23K
|
89
$3.72K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
54+ 5.9% |
$1.73K - $1.96K
|
969
$40.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
52New |
$1.67K - $1.89K
|
52
$2.17K
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
46+ 0.11% |
$1.47K - $1.67K
|
43.8K
$1.83M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
46+ 23.71% |
$1.47K - $1.67K
|
240
$10K
|