Who owns ISHARES TR MSCI Small Cap msci small cap?
- Ticker: SCZ
- CUSIP Number: 464288273
Tip: Access positions for across all investors
Analyze quarterly positions in ISHARES TR MSCI Small Cap msci small cap with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold ISHARES TR MSCI Small Cap msci small cap this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Natixis Asset Management Advisors | 7.2M | $457M | 11% | Mar 2024 |
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State of New Jersey Common Pension Fund D | 5.3M | $333M | 0% | Mar 2024 |
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Creative Planning | 5.2M | $320M | -1% | Dec 2023 |
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Tiaa Trust, National Association | 4.2M | $260M | 1% | Dec 2023 |
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Matson Money | 4.1M | $262M | 0% | Mar 2024 |
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Bank of New York Mellon | 4.1M | $261M | -10% | Mar 2024 |
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Goldman Sachs Group | 3.9M | $241M | 0% | Dec 2023 |
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Bank of America Corporation | 2.0M | $124M | 4% | Dec 2023 |
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Pnc Financial Services | 2.0M | $123M | -4% | Dec 2023 |
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Modera Wealth Management | 1.9M | $118M | 2% | Dec 2023 |
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Washington Trust Bank | 1.5M | $94M | -2% | Dec 2023 |
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BKD Wealth Advisors | 1.2M | $76M | -3% | Mar 2024 |
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Jane Street | 1.1M | $67M | 88% | Dec 2023 |
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UBS Group | 1.1M | $66M | -2% | Dec 2023 |
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Cassaday & Co Wealth Management | 897k | $57M | -1% | Mar 2024 |
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Bank Of Montreal | 868k | $54M | 22% | Dec 2023 |
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HighTower Advisors | 824k | $52M | -11% | Mar 2024 |
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CI Private Wealth | 676k | $42M | -4% | Dec 2023 |
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One Capital Management | 663k | $42M | 5% | Mar 2024 |
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Halbert Hargrove Global Advisors | 606k | $38M | -3% | Mar 2024 |
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Coldstream Capital Management | 567k | $35M | 6% | Dec 2023 |
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H D Vest Advisory Services | 564k | $36M | 7% | Mar 2024 |
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Franklin Resources | 544k | $34M | -13% | Dec 2023 |
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Colony | 499k | $31M | 100% | Dec 2023 |
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Buckingham Asset Management | 491k | $30M | 2% | Dec 2023 |
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Ballentine Partners | 484k | $31M | -15% | Mar 2024 |
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Branch Banking & Trust Company | 438k | $27M | -10% | Dec 2023 |
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Plan | 422k | $26M | 3% | Dec 2023 |
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Russell Investments | 416k | $26M | 57% | Mar 2024 |
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Moneta Group Investment Advisors | 412k | $26M | 0% | Dec 2023 |
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Wells Fargo & Company | 399k | $25M | -3% | Dec 2023 |
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Baker Avenue Asset Management | 398k | $25M | 14% | Dec 2023 |
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Rsm Us Wealth Management | 393k | $25M | -7% | Mar 2024 |
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Mariner Wealth Advisors | 352k | $22M | 135% | Dec 2023 |
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Wellington Management Company | 349k | $22M | -38% | Dec 2023 |
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Envestnet Portfolio Solutions | 302k | $19M | 23% | Mar 2024 |
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Fifth Third Bancorp | 302k | $19M | -4% | Mar 2024 |
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Brand Asset Management Group | 298k | $19M | 4% | Mar 2024 |
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Bear Mountain Capital | 290k | $18M | -5% | Mar 2024 |
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Advisor Group Holdings | 286k | $18M | -18% | Dec 2023 |
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Wealthcare Advisory Partners | 278k | $18M | 9% | Mar 2024 |
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Captrust Financial Advisors | 277k | $17M | 12% | Dec 2023 |
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Quadrant Capital | 273k | $17M | 9% | Dec 2023 |
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Royal Bank of Canada | 256k | $16M | 2% | Dec 2023 |
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Shore Point Advisors | 256k | $16M | -1% | Mar 2024 |
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Commonwealth Equity Services | 251k | $16M | -2% | Mar 2024 |
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Pathstone Holdings | 233k | $14M | 100% | Dec 2023 |
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Stifel Financial | 229k | $14M | 1% | Dec 2023 |
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MAI Wealth Advisors | 222k | $14M | 4% | Mar 2024 |
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Mission Wealth Management | 218k | $14M | 12% | Mar 2024 |
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American Financial Advisors | 208k | $13M | -4% | Mar 2024 |
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Savant Capital Management | 208k | $13M | -12% | Mar 2024 |
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First Citizens Bank & Trust | 202k | $13M | 30% | Mar 2024 |
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Checchi Capital Advisers | 196k | $12M | -7% | Mar 2024 |
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M^T Bank Corporation | 196k | $12M | -22% | Mar 2024 |
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Wealth Architects | 194k | $12M | -3% | Dec 2023 |
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Citigroup | 193k | $12M | -4% | Dec 2023 |
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Austin Private Wealth | 192k | $12M | -3% | Mar 2024 |
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Klingman & Associates | 187k | $12M | -1% | Mar 2024 |
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Parcion Private Wealth | 185k | $12M | -1% | Mar 2024 |
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Alesco Advisors | 180k | $11M | -3% | Dec 2023 |
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Pure Financial Advisors | 179k | $11M | -1% | Mar 2024 |
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Larson Financial Group | 174k | $11M | 37% | Mar 2024 |
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Warren Averett Asset Management | 171k | $11M | -4% | Dec 2023 |
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Harding Loevner | 166k | $10M | 100% | Dec 2023 |
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State of Wisconsin - Board of Commissioners of Public Lands | 166k | $11M | 0% | Mar 2024 |
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Falcon Wealth Planning | 159k | $10M | -27% | Mar 2024 |
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Barclays | 156k | $9.6M | -2% | Dec 2023 |
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Wealth Enhancement Advisory Services | 149k | $9.4M | -3% | Mar 2024 |
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RTD Financial Advisors | 147k | $9.3M | 2% | Mar 2024 |
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Covenant Partners | 146k | $9.2M | -4% | Mar 2024 |
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Flow Traders US | 140k | $8.7M | 100% | Dec 2023 |
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WESCAP Management | 136k | $8.4M | -1% | Dec 2023 |
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Baird Financial | 135k | $8.3M | -1% | Dec 2023 |
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Schoolcraft Capital | 132k | $8.4M | -3% | Mar 2024 |
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Shoker Investment Counsel | 128k | $8.1M | 1% | Mar 2024 |
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Twin Focus Capital Partners | 126k | $7.8M | 0% | Dec 2023 |
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Ifrah Financial Services | 124k | $7.8M | 2% | Mar 2024 |
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Fairhaven Wealth Management | 122k | $7.8M | -7% | Mar 2024 |
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Sound Stewardship | 118k | $7.4M | 8% | Mar 2024 |
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Charles Schwab Trust | 117k | $7.4M | 2% | Mar 2024 |
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Gail Mannix | 114k | $7.2M | -6% | Mar 2024 |
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Cullen Frost Bankers | 112k | $7.0M | 85% | Dec 2023 |
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Wintrust Financial Corporation | 112k | $7.1M | 1% | Mar 2024 |
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Investors Research Corp | 111k | $7.0M | -4% | Mar 2024 |
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Us Bancorp | 111k | $7.0M | 0% | Mar 2024 |
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Omega Financial Group | 110k | $7.0M | 3% | Mar 2024 |
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DORVAL Corp | 105k | $6.5M | 3% | Mar 2024 |
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Private Portfolio Partners | 104k | $6.4M | 0% | Dec 2023 |
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D.A. Davidson & Co. | 103k | $6.4M | 0% | Dec 2023 |
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Jpmorgan Chase & Co | 102k | $6.3M | -60% | Dec 2023 |
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Cornerstone Management | 101k | $6.4M | 11% | Mar 2024 |
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Lincoln National | 98k | $6.2M | 7% | Mar 2024 |
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Bank of Stockton Trust & Investment | 96k | $6.0M | -2% | Mar 2024 |
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Raymond James & Associates | 95k | $6.0M | -12% | Mar 2024 |
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Bank Of Hawaii | 93k | $5.7M | 2% | Dec 2023 |
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Heritage Trust | 88k | $5.5M | -1% | Dec 2023 |
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Pinnacle Wealth Management Advisory | 87k | $5.5M | -6% | Mar 2024 |
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Bp Wealth Management | 87k | $5.4M | 33% | Dec 2023 |
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First Citizens Asset Management | 87k | $5.3M | 279% | Dec 2023 |
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Quent Capital | 87k | $5.5M | -8% | Mar 2024 |
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Baystate Wealth Management | 85k | $5.3M | 0% | Dec 2023 |
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Raymond James Financial Services Advisors | 85k | $5.4M | -23% | Mar 2024 |
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Beacon Pointe Advisors | 84k | $5.2M | 131% | Dec 2023 |
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Bessemer | 84k | $5.2M | -1% | Dec 2023 |
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Wsfs Capital Management | 83k | $5.2M | 37% | Mar 2024 |
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Klaas Financial Asset Advisors | 80k | $5.1M | 2% | Mar 2024 |
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Brooklyn FI | 80k | $5.1M | 3% | Mar 2024 |
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Cambridge Investment Research Advisors | 79k | $5.0M | -1% | Mar 2024 |
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GW & Wade | 75k | $4.7M | -2% | Dec 2023 |
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Victory Capital Management | 75k | $4.8M | 172% | Mar 2024 |
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Bsc Private Wealth Management | 75k | $4.7M | -1% | Mar 2024 |
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Latigo Investments | 74k | $4.7M | 0% | Mar 2024 |
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Harbor Advisory Corp | 71k | $4.5M | -2% | Mar 2024 |
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Moody National Bank Trust Division | 71k | $4.5M | 0% | Mar 2024 |
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LWMG | 70k | $4.4M | 10% | Mar 2024 |
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Financiere des Professionnels - Fonds d,investissement | 70k | $4.4M | 0% | Mar 2024 |
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Keel Point | 69k | $4.4M | 8% | Mar 2024 |
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Umb Bank N A | 67k | $4.3M | -7% | Mar 2024 |
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Fca Corp | 66k | $4.2M | 1% | Mar 2024 |
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My Personal CFO | 64k | $4.0M | 4% | Mar 2024 |
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Fonville Wealth Management | 63k | $4.0M | 14% | Mar 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 61k | $3.9M | -7% | Mar 2024 |
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IFG Advisors | 61k | $3.9M | 5% | Mar 2024 |
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Stock Yards Trust Company | 60k | $3.8M | -7% | Mar 2024 |
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Aspiriant | 59k | $3.7M | 2% | Mar 2024 |
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Simplicity Wealth | 59k | $3.7M | 1458% | Mar 2024 |
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Bleakley Financial Group | 59k | $3.7M | 8% | Mar 2024 |
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Kestra Private Wealth Services | 59k | $3.7M | 2% | Mar 2024 |
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Acropolis Investment Management | 58k | $3.7M | -2% | Mar 2024 |
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Total Wealth Planning | 58k | $3.7M | -4% | Mar 2024 |
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LTG Capital | 56k | $3.5M | 0% | Dec 2023 |
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Pensionmark Financial Group | 55k | $3.4M | 100% | Dec 2023 |
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Sawtooth Asset Management | 54k | $3.4M | 5% | Dec 2023 |
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Goldstein Advisors | 54k | $3.3M | 3% | Dec 2023 |
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Sei Investments | 53k | $3.4M | 29% | Mar 2024 |
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Bartlett & Co. | 53k | $3.3M | 0% | Dec 2023 |
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Bartlett & Co. Wealth Management | 53k | $3.3M | 0% | Dec 2023 |
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Mercer Global Advisors | 53k | $3.3M | -3% | Dec 2023 |
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Auto-Owners Insurance | 52k | $3.3M | 0% | Mar 2024 |
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Efficient Advisors | 51k | $3.1M | -4% | Dec 2023 |
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Rehmann Capital Advisory | 50k | $3.2M | 0% | Mar 2024 |
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AE Wealth Management | 50k | $3.0M | 3% | Dec 2023 |
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NBT Bank | 50k | $3.2M | 0% | Mar 2024 |
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Parkside Financial Bank & Trust | 49k | $3.1M | 10% | Mar 2024 |
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NorthStar Asset Management | 48k | $3.0M | 10% | Mar 2024 |
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Telos Capital Management | 47k | $3.0M | 4% | Mar 2024 |
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Vance Wealth | 46k | $2.9M | -1% | Mar 2024 |
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ClariVest Asset Management | 46k | $2.9M | 0% | Mar 2024 |
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Meeder Asset Management | 46k | $2.9M | -11% | Mar 2024 |
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Miracle Mile Advisors | 44k | $2.8M | -15% | Mar 2024 |
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Summit Trail Advisors | 44k | $2.8M | -10% | Mar 2024 |
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Disciplined Investments | 43k | $2.7M | -7% | Mar 2024 |
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Morris Financial Concepts | 43k | $2.7M | -20% | Mar 2024 |
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Streettalk Advisors | 43k | $2.7M | -15% | Mar 2024 |
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Marcia E. Wade | 42k | $2.7M | -52% | Mar 2024 |
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Frank. Day | 39k | $2.4M | -23% | Dec 2023 |
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Susquehanna International | 37k | $2.4M | -75% | Mar 2024 |
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Adviser Investments | 35k | $2.2M | -70% | Mar 2024 |
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Oppenheimer Asset Management | 34k | $2.2M | -80% | Mar 2024 |
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Guidance Point Advisors | 31k | $1.9M | -38% | Dec 2023 |
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Single Point Partners | 29k | $1.8M | -55% | Mar 2024 |
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White Wing Wealth Management | 25k | $1.6M | -56% | Mar 2024 |
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DRW Holdings | 9.6k | $597k | -92% | Dec 2023 |
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Alliancebernstein | 4.1k | $255k | -91% | Dec 2023 |
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Who sold out of ISHARES TR MSCI Small Cap msci small cap?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Trellis Advisors | Sep 2023 | 127k | $7.1M |
Brighton Jones | Sep 2023 | 122k | $6.9M |
Brown Advisory Holdings Incorporated | Dec 2023 | 104k | $6.4M |
Solitude Financial Services | Dec 2023 | 88k | $5.4M |