Purchases and Sales Made in Q4 2025 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 Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
83.4KNew |
$5.99M - $6.33M
|
83.4K
$6.05M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
53.4K+ 5.83% |
$3.84M - $4.05M
|
969K
$70.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
33.1K+ 32.47% |
$2.38M - $2.51M
|
135K
$9.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
28.6K+ 137.5% |
$2.06M - $2.17M
|
49.5K
$3.59M
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
20K+ 125.96% |
$1.44M - $1.52M
|
35.9K
$2.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Integrated Wealthcare, LLC
Durham, NC |
BUY
|
- |
19.4KNew |
$1.39M - $1.47M
|
19.4K
$1.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
BUY
|
- |
18.8K+ 32.52% |
$1.35M - $1.43M
|
76.6K
$5.56M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.6K+ 31.85% |
$1.2M - $1.26M
|
68.9K
$5M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
14.3K+ 5.2% |
$1.03M - $1.09M
|
290K
$21.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
11.4KNew |
$819K - $864K
|
11.4K
$827K
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
10.1KNew |
$728K - $769K
|
10.1K
$735K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.44K+ 155.86% |
$678K - $716K
|
15.5K
$1.12M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
8.63K+ 5.02% |
$620K - $655K
|
180K
$13.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.52K+ 50.69% |
$469K - $495K
|
19.4K
$1.41M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.37K+ 18.7% |
$458K - $484K
|
40.5K
$2.94M
|
|
|
Jan 22, 2026
Q4 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
5.15K+ 144.5% |
$370K - $391K
|
8.71K
$632K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
3.63K+ 57.53% |
$261K - $275K
|
9.94K
$722K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.19KNew |
$85.6K - $90.3K
|
1.19K
$86.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.06K+ 36.14% |
$76.4K - $80.7K
|
4K
$291K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
958+ 31.0% |
$68.9K - $72.7K
|
4.05K
$294K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
888+ 4.05% |
$63.8K - $67.4K
|
22.8K
$1.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
642+ 2.34% |
$46.2K - $48.7K
|
28.1K
$2.04M
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
640+ 0.75% |
$46K - $48.6K
|
85.5K
$6.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
606+ 1.09% |
$43.6K - $46K
|
56.3K
$4.09M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
408+ 0.59% |
$29.3K - $31K
|
69.8K
$5.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
355New |
$25.5K - $26.9K
|
355
$25.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
188New |
$13.5K - $14.3K
|
188
$13.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
110+ 1.09% |
$7.91K - $8.35K
|
10.2K
$740K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
70+ 875.0% |
$5.03K - $5.31K
|
78
$5.66K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
68+ 0.26% |
$4.89K - $5.16K
|
26.1K
$1.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
65+ 0.72% |
$4.67K - $4.93K
|
9.09K
$660K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
28+ 0.32% |
$2.01K - $2.13K
|
8.91K
$647K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
15New |
$1.08K - $1.14K
|
15
$1.09K
|
|
|
Jan 15, 2026
Q4 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
2+ 0.02% |
$144 - $152
|
8.42K
$611K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-9- 8.57% |
$647 - $683
|
96
$6.97K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-91- 0.88% |
$6.54K - $6.91K
|
10.2K
$741K
|
|
|
Jan 13, 2026
Q4 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-109- 0.14% |
$7.84K - $8.27K
|
75.8K
$5.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-226- 2.98% |
$16.2K - $17.2K
|
7.36K
$534K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-345- 7.08% |
$24.8K - $26.2K
|
4.53K
$329K
|
|
|
Jan 21, 2026
Q4 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-967- 15.54% |
$69.5K - $73.4K
|
5.25K
$382K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.02K- 32.63% |
$73.3K - $77.4K
|
2.11K
$153K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.83K- 0.93% |
$131K - $139K
|
195K
$14.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.15K- 3.58% |
$370K - $391K
|
139K
$10.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-21.6K- 34.51% |
$1.55M - $1.64M
|
41K
$2.97M
|
|