Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Bowman & CO S.C.
|
BUY
|
- |
95+ 1.77% |
$3.35K - $3.72K
|
5.46K
$233K
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
85+ 1.04% |
$3K - $3.33K
|
8.24K
$351K
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
83+ 46.63% |
$2.93K - $3.25K
|
261
$11.1K
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
73New |
$2.58K - $2.86K
|
73
$3.11K
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
67New |
$2.36K - $2.62K
|
67
$2.86K
|
|
Apr 28, 2022
Q1 2022
|
Act Advisors, Llc.
|
BUY
|
- |
49+ 0.22% |
$1.73K - $1.92K
|
22.5K
$958K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
41New |
$1.45K - $1.61K
|
41
$1.75K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
26+ 2.64% |
$918 - $1.02K
|
1.01K
$43.1K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
24+ 0.3% |
$847 - $940
|
7.91K
$337K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17+ 0.29% |
$600 - $666
|
5.79K
$247K
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
13+ 7.18% |
$459 - $509
|
194
$8.27K
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7+ 0.29% |
$247 - $274
|
2.46K
$105K
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4+ 0.3% |
$141 - $157
|
1.32K
$56.4K
|
|
May 12, 2022
Q1 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
4+ 0.07% |
$141 - $157
|
5.81K
$248K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2New |
$70.6 - $78.3
|
2
$85.3
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.16% |
$35.3 - $39.2
|
623
$26.6K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-8- 0.43% |
$282 - $313
|
1.87K
$79.8K
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-10- 0.15% |
$353 - $392
|
6.76K
$288K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-18- 15.0% |
$635 - $705
|
102
$4.35K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-25Closed |
$882 - $979
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-34- 31.19% |
$1.2K - $1.33K
|
75
$3.2K
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
SELL
|
- |
-35- 1.14% |
$1.24K - $1.37K
|
3.05K
$130K
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-55- 0.72% |
$1.94K - $2.15K
|
7.55K
$322K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-93- 51.67% |
$3.28K - $3.64K
|
87
$3.71K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-101Closed |
$3.56K - $3.95K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-110- 1.23% |
$3.88K - $4.31K
|
8.8K
$375K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-121- 0.5% |
$4.27K - $4.74K
|
24K
$1.02M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-132Closed |
$4.66K - $5.17K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-144- 2.28% |
$5.08K - $5.64K
|
6.18K
$264K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-162Closed |
$5.72K - $6.34K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-212- 1.32% |
$7.48K - $8.3K
|
15.8K
$674K
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-263Closed |
$9.28K - $10.3K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-283- 2.47% |
$9.99K - $11.1K
|
11.2K
$475K
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-309- 18.75% |
$10.9K - $12.1K
|
1.34K
$57.1K
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-332- 2.3% |
$11.7K - $13K
|
14.1K
$602K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-439Closed |
$15.5K - $17.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-457- 2.56% |
$16.1K - $17.9K
|
17.4K
$740K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-534- 1.6% |
$18.8K - $20.9K
|
32.9K
$1.4M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-602- 9.43% |
$21.2K - $23.6K
|
5.78K
$246K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-610- 5.02% |
$21.5K - $23.9K
|
11.5K
$492K
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-891- 1.69% |
$31.4K - $34.9K
|
51.9K
$2.21M
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.19K- 11.02% |
$42K - $46.6K
|
9.62K
$410K
|
|
Dec 11, 2023
Q1 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.24K- 2.74% |
$43.6K - $48.4K
|
43.9K
$1.87M
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
SELL
|
- |
-1.33K- 0.97% |
$46.8K - $51.9K
|
136K
$5.79M
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-1.41K- 12.23% |
$49.7K - $55.1K
|
10.1K
$431K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.61K- 19.99% |
$56.9K - $63.1K
|
6.45K
$275K
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.88KClosed |
$66.2K - $73.4K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.93K- 12.25% |
$68.2K - $75.7K
|
13.8K
$590K
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.25K- 4.0% |
$79.3K - $88K
|
53.9K
$2.3M
|