Latest Institutional Transactions on Ishares Msci Usa Small Cap Mul (SMLF)
This table provides information on the latest institutional transactions involving Ishares Msci Usa Small Cap Mul (SMLF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.37K- 19.41% |
$220K - $250K
|
14K
$997K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
246+ 126.15% |
$16.1K - $18.2K
|
441
$31.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-381- 6.08% |
$24.9K - $28.3K
|
5.88K
$418K
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
68.2K+ 32.38% |
$4.46M - $5.06M
|
279K
$19.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.28K+ 0.92% |
$149K - $169K
|
250K
$17.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
80+ 2.29% |
$5.22K - $5.93K
|
3.57K
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.7KNew |
$1.29M - $1.46M
|
19.7K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
251+ 0.43% |
$16.4K - $18.6K
|
58.4K
$4.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11- 61.11% |
$718 - $816
|
7
$498
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
140KNew |
$9.13M - $10.4M
|
140K
$9.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
187+ 1.11% |
$12.2K - $13.9K
|
17K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
9.22K+ 220.89% |
$602K - $684K
|
13.4K
$953K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
3.29K+ 4.03% |
$215K - $244K
|
85K
$6.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-160- 3.57% |
$10.4K - $11.9K
|
4.33K
$308K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7.68K+ 1.62% |
$501K - $569K
|
481K
$34.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
555+ 1.58% |
$36.2K - $41.2K
|
35.7K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
14+ 0.45% |
$914 - $1.04K
|
3.11K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.22K- 6.14% |
$79.4K - $90.1K
|
18.6K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
13.6K+ 1.73% |
$889K - $1.01M
|
801K
$57M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.81KNew |
$380K - $431K
|
5.81K
$413K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
8.48K+ 1.52% |
$554K - $629K
|
568K
$40.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.87KNew |
$318K - $361K
|
4.87K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-1.06K- 0.3% |
$69.3K - $78.7K
|
353K
$25.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
341New |
$22.3K - $25.3K
|
341
$24.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.14K- 6.04% |
$74.3K - $84.4K
|
17.7K
$1.26M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.96K- 9.12% |
$117K - $130K
|
19.5K
$1.39M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
122KNew |
$7.31M - $8.09M
|
122K
$8.65M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
162KNew |
$9.75M - $10.8M
|
162K
$11.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.7K+ 34.0% |
$1.49M - $1.65M
|
97.4K
$6.93M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
9.01K+ 2.34% |
$541K - $600K
|
395K
$28.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40+ 22.99% |
$2.4K - $2.66K
|
214
$15.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
372+ 0.24% |
$22.4K - $24.8K
|
156K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.3K+ 85.98% |
$258K - $286K
|
9.3K
$661K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
55New |
$3.31K - $3.66K
|
55
$3.91K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
56+ 0.37% |
$3.37K - $3.73K
|
15.4K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.2K+ 19.89% |
$2.59M - $2.87M
|
260K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.98K+ 60.63% |
$359K - $398K
|
15.8K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-88.9K- 2.35% |
$5.34M - $5.92M
|
3.69M
$262M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.7K+ 61.18% |
$1.3M - $1.44M
|
57K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
312K+ 101.41% |
$18.8M - $20.8M
|
620K
$44.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.4K+ 135.28% |
$682K - $756K
|
19.7K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.29K+ 27.17% |
$77.8K - $86.1K
|
6.06K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
145KNew |
$8.73M - $9.67M
|
145K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.01K+ 56.19% |
$542K - $600K
|
25.1K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.23K+ 3.57% |
$134K - $149K
|
64.6K
$4.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.02K- 26.32% |
$121K - $134K
|
5.65K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
954+ 11.0% |
$57.3K - $63.5K
|
9.63K
$685K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.78K+ 3.88% |
$468K - $518K
|
209K
$14.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
119K+ 8.73% |
$7.16M - $7.93M
|
1.48M
$106M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
10.3K+ 97.67% |
$619K - $685K
|
20.8K
$1.48M
|
|