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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
127+ 1.7% |
$4.65K - $5.01K
|
7.6K
$324K
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
98+ 1.57% |
$3.59K - $3.86K
|
6.33K
$270K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
63+ 1.09% |
$2.31K - $2.48K
|
5.85K
$249K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
61New |
$2.23K - $2.4K
|
61
$2.6K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
42+ 0.52% |
$1.54K - $1.66K
|
8.06K
$344K
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
39New |
$1.43K - $1.54K
|
39
$1.66K
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
38+ 0.48% |
$1.39K - $1.5K
|
7.92K
$338K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
25New |
$916 - $985
|
25
$1.07K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15+ 0.19% |
$549 - $591
|
7.88K
$336K
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
15+ 0.49% |
$549 - $591
|
3.08K
$131K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11+ 0.02% |
$403 - $434
|
64.2K
$2.74M
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10+ 1.44% |
$366 - $394
|
703
$30K
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.16% |
$330 - $355
|
5.78K
$246K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
8+ 0.14% |
$293 - $315
|
5.81K
$248K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6+ 0.03% |
$220 - $236
|
18K
$766K
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4+ 0.16% |
$147 - $158
|
2.45K
$105K
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.12% |
$73.3 - $78.8
|
1.65K
$70.3K
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$36.6 - $39.4
|
742
$31.6K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-3Closed |
$110 - $118
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-40Closed |
$1.47K - $1.58K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-45- 8.26% |
$1.65K - $1.77K
|
500
$21.3K
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-60Closed |
$2.2K - $2.36K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-66- 1.11% |
$2.42K - $2.6K
|
5.89K
$251K
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
SELL
|
- |
-132Closed |
$4.84K - $5.2K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-174- 3.0% |
$6.37K - $6.86K
|
5.62K
$240K
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-270- 50.66% |
$9.89K - $10.6K
|
263
$11.2K
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-310- 25.31% |
$11.4K - $12.2K
|
915
$39K
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-327- 3.85% |
$12K - $12.9K
|
8.16K
$348K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-365- 0.96% |
$13.4K - $14.4K
|
37.8K
$1.61M
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-581Closed |
$21.3K - $22.9K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-630- 5.97% |
$23.1K - $24.8K
|
9.92K
$423K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-646- 0.88% |
$23.7K - $25.5K
|
73.1K
$3.11M
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-839- 8.61% |
$30.7K - $33.1K
|
8.91K
$380K
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-900Closed |
$33K - $35.5K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
SELL
|
- |
-982- 0.71% |
$36K - $38.7K
|
137K
$5.85M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-985- 23.93% |
$36.1K - $38.8K
|
3.13K
$133K
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-998- 9.32% |
$36.6K - $39.3K
|
9.71K
$414K
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.07K- 1.99% |
$39.3K - $42.2K
|
52.8K
$2.25M
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.73K- 94.07% |
$63.4K - $68.2K
|
109
$4.65K
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.95K- 4.15% |
$71.5K - $77K
|
45.2K
$1.92M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.3K- 2.55% |
$84.2K - $90.6K
|
87.8K
$3.74M
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.7K- 12.55% |
$98.8K - $106K
|
18.8K
$802K
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.73K- 29.93% |
$99.9K - $107K
|
6.38K
$272K
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-2.78K- 19.46% |
$102K - $110K
|
11.5K
$491K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.88K- 60.5% |
$105K - $113K
|
1.88K
$80.1K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.1K- 2.7% |
$113K - $122K
|
112K
$4.76M
|
|
Jan 21, 2022
Q4 2021
|
Act Advisors, Llc.
|
SELL
|
- |
-3.49K- 13.48% |
$128K - $138K
|
22.4K
$956K
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-3.94K- 11.33% |
$144K - $155K
|
30.8K
$1.31M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.45K- 15.58% |
$163K - $175K
|
24.1K
$1.03M
|