Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-290- 0.85% |
$9.58K - $10.2K
|
33.9K
$1.43M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-325- 3.79% |
$10.7K - $11.4K
|
8.25K
$349K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-343- 60.49% |
$11.3K - $12.1K
|
224
$9.48K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-480- 3.86% |
$15.9K - $16.9K
|
12K
$506K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-540- 3.17% |
$17.8K - $19K
|
16.5K
$698K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-542- 6.25% |
$17.9K - $19.1K
|
8.13K
$344K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-674- 1.35% |
$22.3K - $23.7K
|
49.2K
$2.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-939- 9.39% |
$31K - $33.1K
|
9.06K
$384K
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.09K- 3.31% |
$35.9K - $38.3K
|
31.8K
$1.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.11K- 3.12% |
$36.5K - $38.9K
|
34.4K
$1.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.26K- 26.8% |
$41.6K - $44.4K
|
3.44K
$146K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.27K- 8.56% |
$42K - $44.8K
|
13.6K
$575K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.28K- 17.37% |
$42.4K - $45.2K
|
6.11K
$259K
|
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
SELL
|
- |
-1.55K- 1.2% |
$51.1K - $54.4K
|
127K
$5.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.56K- 3.89% |
$51.6K - $55K
|
38.6K
$1.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.59K- 1.07% |
$52.4K - $55.9K
|
147K
$6.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.69K- 1.15% |
$55.8K - $59.4K
|
146K
$6.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.78K- 86.42% |
$58.9K - $62.7K
|
280
$11.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.93K- 79.86% |
$63.8K - $68K
|
487
$20.6K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.99K- 1.94% |
$65.8K - $70.2K
|
101K
$4.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.74K- 29.86% |
$90.4K - $96.3K
|
6.43K
$272K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.57K- 20.72% |
$118K - $126K
|
13.7K
$578K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.11K- 6.85% |
$136K - $145K
|
55.8K
$2.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.28K- 22.27% |
$141K - $151K
|
14.9K
$633K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.57K- 78.04% |
$151K - $161K
|
1.29K
$54.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5K- 13.46% |
$165K - $176K
|
32.1K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.38K- 19.23% |
$178K - $189K
|
22.6K
$957K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.42K- 70.57% |
$245K - $261K
|
3.1K
$131K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.6K- 13.76% |
$251K - $268K
|
47.6K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.8K- 14.98% |
$258K - $275K
|
44.2K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.09K- 7.23% |
$267K - $285K
|
104K
$4.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.52K- 50.54% |
$314K - $335K
|
9.32K
$394K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.8K- 11.89% |
$357K - $380K
|
80K
$3.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-13.5K- 50.15% |
$446K - $476K
|
13.4K
$568K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-15.6K- 55.02% |
$516K - $550K
|
12.8K
$541K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.1K- 5.74% |
$533K - $568K
|
265K
$11.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-32.1K- 6.35% |
$1.06M - $1.13M
|
473K
$20M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-54.7K- 22.18% |
$1.81M - $1.93M
|
192K
$8.12M
|