Purchases and Sales Made in Q2 2022 in Ishares Msci Usa Small Cap Mul (SMLF)
This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Mul (SMLF) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA SMALL-CAP MUL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
206K+ 4.49% |
$9.51M - $11.4M
|
4.8M
$322M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
203K+ 4.73% |
$9.34M - $11.2M
|
4.49M
$301M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
192K+ 23.72% |
$8.85M - $10.6M
|
1M
$67.2M
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
131KNew |
$6.06M - $7.24M
|
131K
$8.81M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
117K+ 189.98% |
$5.38M - $6.43M
|
178K
$11.9M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
73.9K+ 2.07% |
$3.41M - $4.07M
|
3.65M
$245M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
66.6KNew |
$3.07M - $3.67M
|
66.6K
$4.46M
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
50.3KNew |
$2.32M - $2.77M
|
50.3K
$3.38M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
33.1KNew |
$1.53M - $1.82M
|
33.1K
$2.22M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.8KNew |
$1.46M - $1.75M
|
31.8K
$2.13M
|
|
Jul 13, 2022
Q2 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
30.2K+ 19.33% |
$1.39M - $1.66M
|
186K
$12.5M
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
22.4K+ 11.48% |
$1.03M - $1.23M
|
218K
$14.6M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
14.7KNew |
$677K - $809K
|
14.7K
$985K
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
10.9K+ 9.53% |
$501K - $598K
|
125K
$8.36M
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9.35K+ 2.55% |
$431K - $515K
|
376K
$25.2M
|
|
Jul 22, 2022
Q2 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
8.13K+ 12.51% |
$375K - $448K
|
73.1K
$4.9M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.3K+ 12.71% |
$337K - $402K
|
64.8K
$4.34M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.19K+ 5.86% |
$331K - $396K
|
130K
$8.7M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.87K+ 11.14% |
$271K - $323K
|
58.6K
$3.93M
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.78K+ 2.06% |
$220K - $263K
|
237K
$15.9M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.62KNew |
$213K - $254K
|
4.62K
$309K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.45KNew |
$205K - $245K
|
4.45K
$298K
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.19K+ 88.99% |
$193K - $231K
|
8.91K
$597K
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.18K+ 77.87% |
$193K - $230K
|
9.54K
$640K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.58K+ 41.45% |
$119K - $142K
|
8.79K
$590K
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.26K+ 10.75% |
$104K - $124K
|
23.3K
$1.56M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.83K+ 2.91% |
$84.2K - $101K
|
64.6K
$4.33M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
1.21KNew |
$55.8K - $66.6K
|
1.21K
$81.1K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.05K+ 2.15% |
$48.4K - $57.8K
|
49.9K
$3.35M
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
893+ 22.23% |
$41.2K - $49.2K
|
4.91K
$329K
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
857+ 0.98% |
$39.5K - $47.2K
|
87.9K
$5.89M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
854+ 5.81% |
$39.4K - $47K
|
15.6K
$1.04M
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
762+ 14.0% |
$35.1K - $42K
|
6.21K
$416K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
719+ 4.32% |
$33.1K - $39.6K
|
17.4K
$1.16M
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
412+ 0.84% |
$19K - $22.7K
|
49.4K
$3.32M
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
368+ 1.53% |
$17K - $20.3K
|
24.4K
$1.63M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
366+ 0.2% |
$16.9K - $20.2K
|
186K
$12.5M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
341New |
$15.7K - $18.8K
|
341
$22.9K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
326New |
$15K - $18K
|
326
$21.9K
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
301+ 2.29% |
$13.9K - $16.6K
|
13.4K
$900K
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
245New |
$11.3K - $13.5K
|
245
$16.4K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
232New |
$10.7K - $12.8K
|
232
$15.6K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
195+ 590.91% |
$8.99K - $10.7K
|
228
$15.3K
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
100+ 1.87% |
$4.61K - $5.51K
|
5.46K
$366K
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
62+ 0.28% |
$2.86K - $3.41K
|
22K
$1.47M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8+ 0.08% |
$369 - $441
|
9.96K
$668K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.3% |
$92.2 - $110
|
672
$45.1K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.42% |
$92.2 - $110
|
479
$32.1K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-18- 0.55% |
$830 - $991
|
3.23K
$216K
|