Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
338K+ 7.53% |
$14.9M - $18.2M
|
4.83M
$324M
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
134K+ 265.22% |
$5.89M - $7.19M
|
184K
$12.3M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
132K+ 2.75% |
$5.82M - $7.11M
|
4.94M
$331M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
125K+ 6.78% |
$5.52M - $6.74M
|
1.97M
$132M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61K+ 6.09% |
$2.69M - $3.29M
|
1.06M
$71.3M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
54.4KNew |
$2.4M - $2.93M
|
54.4K
$3.65M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.7K+ 25.08% |
$1.97M - $2.41M
|
223K
$14.9M
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
37.5K+ 9.98% |
$1.66M - $2.02M
|
414K
$27.7M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
36.3K+ 72.93% |
$1.6M - $1.96M
|
86.1K
$5.78M
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
27.5K+ 5.99% |
$1.21M - $1.48M
|
486K
$32.6M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
14.3K+ 97.51% |
$632K - $771K
|
29K
$1.95M
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
8.13K+ 9.25% |
$358K - $438K
|
96K
$6.44M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.94K+ 178.36% |
$350K - $427K
|
12.4K
$831K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.25K+ 25.61% |
$320K - $390K
|
35.5K
$2.38M
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
6.62K+ 37.68% |
$292K - $356K
|
24.2K
$1.62M
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.01K+ 2.76% |
$265K - $324K
|
224K
$15M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5.98KNew |
$264K - $322K
|
5.98K
$401K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.64KNew |
$249K - $304K
|
5.64K
$378K
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.51KNew |
$243K - $296K
|
5.51K
$369K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.37KNew |
$237K - $289K
|
5.37K
$360K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.21K+ 112.92% |
$230K - $281K
|
9.82K
$659K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.51K+ 9.04% |
$199K - $243K
|
54.4K
$3.65M
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.14K+ 30.86% |
$183K - $223K
|
17.6K
$1.18M
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
3.68K+ 2.95% |
$162K - $198K
|
128K
$8.61M
|
|
Oct 24, 2022
Q3 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
3.45K+ 4.72% |
$152K - $186K
|
76.5K
$5.13M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.73K+ 27.37% |
$120K - $147K
|
12.7K
$850K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.53KNew |
$111K - $136K
|
2.53K
$169K
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
2.3K+ 46.84% |
$101K - $124K
|
7.21K
$483K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.21K+ 25.11% |
$97.4K - $119K
|
11K
$738K
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
BUY
|
- |
2.01K+ 21.26% |
$88.6K - $108K
|
11.5K
$768K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.95K+ 572.73% |
$86.1K - $105K
|
2.29K
$154K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.94K+ 20.34% |
$85.6K - $105K
|
11.5K
$770K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.47K+ 23.75% |
$65K - $79.4K
|
7.68K
$515K
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.15K+ 21.63% |
$50.9K - $62.2K
|
6.49K
$435K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.05K+ 4.13% |
$46.4K - $56.7K
|
26.5K
$1.78M
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
604+ 2.59% |
$26.6K - $32.5K
|
23.9K
$1.6M
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
BUY
|
- |
455+ 11.2% |
$20.1K - $24.5K
|
4.52K
$303K
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
378+ 6.93% |
$16.7K - $20.4K
|
5.84K
$391K
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
258New |
$11.4K - $13.9K
|
258
$17.3K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
258New |
$11.4K - $13.9K
|
258
$17.3K
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
230+ 0.94% |
$10.1K - $12.4K
|
24.6K
$1.65M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
212+ 1.59% |
$9.35K - $11.4K
|
13.5K
$908K
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
180New |
$7.94K - $9.69K
|
180
$12.1K
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
170New |
$7.5K - $9.16K
|
170
$11.4K
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
BUY
|
- |
97+ 0.44% |
$4.28K - $5.22K
|
22.1K
$1.48M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
77+ 1.05% |
$3.4K - $4.15K
|
7.39K
$495K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
27+ 11.02% |
$1.19K - $1.45K
|
272
$18.2K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
8New |
$353 - $431
|
8
$536
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8+ 0.01% |
$353 - $431
|
64.6K
$4.33M
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.45% |
$132 - $162
|
675
$45.3K
|