Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
109New |
$3.64K - $4.01K
|
109
$4.65K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
61New |
$2.04K - $2.24K
|
61
$2.6K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
50+ 0.3% |
$1.67K - $1.84K
|
16.7K
$711K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
48New |
$1.6K - $1.76K
|
48
$2.05K
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
BUY
|
- |
43+ 0.03% |
$1.44K - $1.58K
|
129K
$5.48M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
40New |
$1.34K - $1.47K
|
40
$1.71K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8+ 0.07% |
$267 - $294
|
11.2K
$477K
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
7+ 0.12% |
$234 - $257
|
5.84K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 0.01% |
$167 - $184
|
34.4K
$1.46M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4+ 0.45% |
$134 - $147
|
899
$38.3K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-5Closed |
$167 - $184
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9- 0.18% |
$301 - $331
|
4.96K
$212K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-54- 5.57% |
$1.8K - $1.99K
|
915
$39K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-130- 2.46% |
$4.34K - $4.78K
|
5.15K
$220K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-139- 0.65% |
$4.64K - $5.11K
|
21.3K
$910K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-179- 16.98% |
$5.98K - $6.58K
|
875
$37.3K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-187- 42.31% |
$6.25K - $6.88K
|
255
$10.9K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-194- 2.33% |
$6.48K - $7.13K
|
8.13K
$346K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-198- 2.94% |
$6.61K - $7.28K
|
6.54K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-204- 85.0% |
$6.81K - $7.5K
|
36
$1.53K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-214- 18.29% |
$7.15K - $7.87K
|
956
$40.8K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-214- 1.04% |
$7.15K - $7.87K
|
20.3K
$865K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-220- 12.24% |
$7.35K - $8.09K
|
1.58K
$67.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-229- 8.45% |
$7.65K - $8.42K
|
2.48K
$106K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-254- 3.42% |
$8.48K - $9.34K
|
7.16K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-256- 1.36% |
$8.55K - $9.41K
|
18.5K
$789K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-275- 2.82% |
$9.19K - $10.1K
|
9.46K
$403K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-350- 1.77% |
$11.7K - $12.9K
|
19.5K
$829K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-381- 61.16% |
$12.7K - $14K
|
242
$10.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-445- 2.41% |
$14.9K - $16.4K
|
18.1K
$770K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-511- 68.59% |
$17.1K - $18.8K
|
234
$9.98K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-766- 7.97% |
$25.6K - $28.2K
|
8.85K
$377K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-827- 8.15% |
$27.6K - $30.4K
|
9.32K
$397K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.04K- 96.57% |
$34.8K - $38.4K
|
37
$1.58K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.07K- 46.57% |
$35.8K - $39.5K
|
1.23K
$52.5K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.1K- 2.5% |
$36.6K - $40.3K
|
42.7K
$1.82M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.16K- 15.92% |
$38.7K - $42.6K
|
6.12K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.36K- 2.58% |
$45.3K - $49.8K
|
51.1K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.48K- 0.51% |
$49.3K - $54.3K
|
286K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.54K- 19.53% |
$51.4K - $56.6K
|
6.34K
$270K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-1.77K- 23.26% |
$59.3K - $65.2K
|
5.85K
$250K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.81K- 96.32% |
$60.3K - $66.4K
|
69
$2.94K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.86K- 1.78% |
$62.2K - $68.5K
|
103K
$4.39M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.94K- 3.58% |
$64.6K - $71.1K
|
52.2K
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.01K- 94.41% |
$67.2K - $73.9K
|
119
$5.07K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.82K- 4.33% |
$94.1K - $104K
|
62.3K
$2.65M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.21K- 90.23% |
$107K - $118K
|
347
$14.8K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.31K- 6.92% |
$111K - $122K
|
44.6K
$1.9M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.78K- 1.76% |
$193K - $212K
|
322K
$13.7M
|