Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-24- 3.42% |
$850 - $906
|
678
$28.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-26- 0.19% |
$921 - $982
|
13.6K
$576K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-80- 9.59% |
$2.83K - $3.02K
|
754
$32K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-84- 63.64% |
$2.98K - $3.17K
|
48
$2.04K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-123- 2.14% |
$4.36K - $4.64K
|
5.62K
$238K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-138- 89.61% |
$4.89K - $5.21K
|
16
$679
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-172- 1.38% |
$6.09K - $6.49K
|
12.3K
$522K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-187- 80.26% |
$6.63K - $7.06K
|
46
$1.95K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-217- 1.8% |
$7.69K - $8.19K
|
11.8K
$501K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-263- 0.6% |
$9.32K - $9.93K
|
43.7K
$1.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-275- 3.23% |
$9.74K - $10.4K
|
8.25K
$350K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-287- 1.24% |
$10.2K - $10.8K
|
22.9K
$970K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-298- 0.86% |
$10.6K - $11.3K
|
34.2K
$1.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-457- 0.36% |
$16.2K - $17.3K
|
127K
$5.37M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-495- 7.66% |
$17.5K - $18.7K
|
5.96K
$253K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-515- 13.23% |
$18.2K - $19.4K
|
3.38K
$143K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-582- 2.11% |
$20.6K - $22K
|
27K
$1.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-650- 1.58% |
$23K - $24.5K
|
40.5K
$1.72M
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-733- 1.64% |
$26K - $27.7K
|
44K
$1.87M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-746- 2.76% |
$26.4K - $28.2K
|
26.3K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-842- 3.44% |
$29.8K - $31.8K
|
23.6K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-952- 3.08% |
$33.7K - $35.9K
|
30K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.01K- 8.17% |
$35.9K - $38.3K
|
11.4K
$483K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.15K- 0.61% |
$40.9K - $43.5K
|
189K
$8.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.33K- 1.68% |
$47.3K - $50.4K
|
77.9K
$3.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.35K- 4.41% |
$48K - $51.1K
|
29.4K
$1.25M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.65K- 4.18% |
$58.3K - $62.2K
|
37.8K
$1.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.91K- 10.54% |
$67.6K - $72K
|
16.2K
$687K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.05K- 17.14% |
$72.5K - $77.2K
|
9.89K
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.69K- 24.93% |
$95.4K - $102K
|
8.11K
$344K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.05K- 26.25% |
$108K - $115K
|
8.58K
$364K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.6K- 2.55% |
$127K - $136K
|
138K
$5.84M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.72K- 25.98% |
$203K - $216K
|
16.3K
$692K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.87K- 63.99% |
$208K - $222K
|
3.3K
$140K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-6.1K- 8.02% |
$216K - $230K
|
70K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.58K- 36.21% |
$233K - $248K
|
11.6K
$492K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.6K- 76.21% |
$375K - $400K
|
3.3K
$140K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.3K- 25.86% |
$507K - $540K
|
41K
$1.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.4K- 10.68% |
$651K - $694K
|
154K
$6.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.6K- 9.4% |
$729K - $777K
|
198K
$8.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26.4K- 2.51% |
$935K - $996K
|
1.02M
$43.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28K- 49.49% |
$993K - $1.06M
|
28.6K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-56.9K- 67.06% |
$2.02M - $2.15M
|
28K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-76.7K- 50.88% |
$2.72M - $2.89M
|
74K
$3.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-281K- 28.91% |
$9.95M - $10.6M
|
691K
$29.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-387K- 30.98% |
$13.7M - $14.6M
|
862K
$36.6M
|