Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
261K+ 2.06% |
$9.16M - $9.77M
|
12.9M
$525M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.3K+ 34.88% |
$503K - $536K
|
55.4K
$2.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
12.9K+ 10.15% |
$452K - $482K
|
140K
$5.68M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.4KNew |
$434K - $463K
|
12.4K
$503K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.3K+ 3.08% |
$432K - $461K
|
413K
$16.8M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.1K+ 27.32% |
$427K - $455K
|
56.6K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 78.18% |
$425K - $453K
|
27.6K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11.9KNew |
$419K - $447K
|
11.9K
$485K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.6KNew |
$408K - $436K
|
11.6K
$473K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.6KNew |
$406K - $433K
|
11.6K
$470K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
10.9K+ 3.44% |
$384K - $409K
|
328K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.41K+ 15.45% |
$260K - $277K
|
55.4K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.23KNew |
$254K - $271K
|
7.23K
$294K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.55K+ 5502.52% |
$230K - $245K
|
6.67K
$271K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
6.46KNew |
$227K - $242K
|
6.46K
$263K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.35KNew |
$223K - $238K
|
6.35K
$258K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.74KNew |
$202K - $215K
|
5.74K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.01K+ 3.67% |
$106K - $113K
|
84.9K
$3.45M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.53K+ 41.41% |
$88.8K - $94.7K
|
8.64K
$351K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.25K+ 32.1% |
$78.9K - $84.2K
|
9.25K
$376K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.79K+ 22.08% |
$63K - $67.1K
|
9.91K
$403K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.6K+ 7.44% |
$56.2K - $60K
|
23.1K
$941K
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.35K+ 4.61% |
$47.5K - $50.7K
|
30.7K
$1.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.28K+ 6.55% |
$44.8K - $47.8K
|
20.8K
$845K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.22K+ 4.87% |
$42.7K - $45.5K
|
26.2K
$1.07M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.16K+ 6.83% |
$40.6K - $43.3K
|
18.1K
$736K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.01K+ 4.47% |
$35.5K - $37.9K
|
23.6K
$962K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
954+ 14.1% |
$33.5K - $35.7K
|
7.72K
$314K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
954+ 14.1% |
$33.5K - $35.7K
|
7.72K
$314K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
640New |
$22.5K - $24K
|
640
$26K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
592New |
$20.8K - $22.2K
|
592
$24.1K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
588+ 1.36% |
$20.6K - $22K
|
44K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
456+ 5.23% |
$16K - $17.1K
|
9.17K
$373K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
354+ 272.31% |
$12.4K - $13.3K
|
484
$19.7K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
346+ 4.87% |
$12.1K - $13K
|
7.46K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
334+ 6.28% |
$11.7K - $12.5K
|
5.65K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
309New |
$10.8K - $11.6K
|
309
$12.6K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
278New |
$9.76K - $10.4K
|
278
$11.3K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
272+ 17.35% |
$9.55K - $10.2K
|
1.84K
$74.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
246+ 2.01% |
$8.64K - $9.21K
|
12.5K
$507K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
191New |
$6.71K - $7.15K
|
191
$7.77K
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
150+ 0.37% |
$5.27K - $5.62K
|
41.1K
$1.67M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
149+ 0.33% |
$5.23K - $5.58K
|
44.8K
$1.82M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
138+ 862.5% |
$4.85K - $5.17K
|
154
$6.26K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
107+ 1.89% |
$3.76K - $4.01K
|
5.76K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
96New |
$3.37K - $3.6K
|
96
$3.9K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
92+ 230.0% |
$3.23K - $3.45K
|
132
$5.37K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39+ 0.33% |
$1.37K - $1.46K
|
11.9K
$485K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
30+ 2.86% |
$1.05K - $1.12K
|
1.08K
$43.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
BUY
|
- |
19+ 0.01% |
$667 - $712
|
127K
$5.16M
|