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 13, 2026
Q4 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-109- 0.14% |
$7.84K - $8.27K
|
75.8K
$5.51M
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
10.1KNew |
$728K - $769K
|
10.1K
$735K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.06K+ 36.14% |
$76.4K - $80.7K
|
4K
$291K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
355New |
$25.5K - $26.9K
|
355
$25.8K
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
8.63K+ 5.02% |
$620K - $655K
|
180K
$13.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
28+ 0.32% |
$2.01K - $2.13K
|
8.91K
$647K
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
408+ 0.59% |
$29.3K - $31K
|
69.8K
$5.07M
|
|
|
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 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 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
15New |
$1.08K - $1.14K
|
15
$1.09K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
28.6K+ 137.5% |
$2.06M - $2.17M
|
49.5K
$3.59M
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-176- 23.85% |
$12K - $13.3K
|
562
$40.8K
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
324+ 1.63% |
$22.1K - $24.5K
|
20.2K
$1.46M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
453New |
$30.9K - $34.2K
|
453
$32.9K
|
|
|
Nov 24, 2025
Q3 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-23.5K- 73.64% |
$1.61M - $1.78M
|
8.42K
$611K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-63- 2.67% |
$4.3K - $4.76K
|
2.3K
$167K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.09K+ 1946.43% |
$74.4K - $82.4K
|
1.15K
$83.2K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.82K- 39.59% |
$261K - $289K
|
5.83K
$424K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.71K+ 15.14% |
$117K - $129K
|
13K
$944K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.7K- 29.37% |
$729K - $807K
|
25.7K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
258K+ 16.45% |
$17.6M - $19.5M
|
1.83M
$133M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
445+ 0.01% |
$30.4K - $33.6K
|
3.75M
$272M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
187New |
$12.8K - $14.1K
|
187
$13.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
23.3K+ 35.05% |
$1.59M - $1.76M
|
89.6K
$6.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.54K+ 6.55% |
$583K - $646K
|
139K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
10.1KNew |
$688K - $762K
|
10.1K
$732K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
85.4K+ 52.87% |
$5.83M - $6.45M
|
247K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.24K- 0.89% |
$84.6K - $93.6K
|
139K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-516- 0.11% |
$35.2K - $39K
|
466K
$33.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-73- 96.05% |
$4.98K - $5.52K
|
3
$218
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.7K+ 13.1% |
$116K - $128K
|
14.6K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
62.9K+ 42.33% |
$4.29M - $4.75M
|
212K
$15.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.92KNew |
$199K - $221K
|
2.92K
$212K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10KNew |
$684K - $757K
|
10K
$728K
|
|
|
Nov 14, 2025
Q3 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
15.8KNew |
$1.08M - $1.19M
|
15.8K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
307K+ 66.28% |
$21M - $23.2M
|
770K
$55.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
207KNew |
$14.1M - $15.6M
|
207K
$15M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.83K- 18.55% |
$193K - $214K
|
12.4K
$904K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
182New |
$12.4K - $13.8K
|
182
$13.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
31.6K+ 14.99% |
$2.16M - $2.39M
|
242K
$17.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
92.1K+ 47.65% |
$6.29M - $6.96M
|
285K
$20.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.66K+ 12.21% |
$113K - $125K
|
15.2K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
311+ 4.46% |
$21.2K - $23.5K
|
7.28K
$529K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.5K+ 443.41% |
$2.08M - $2.31M
|
37.4K
$2.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.5K+ 97.04% |
$2.15M - $2.38M
|
63.9K
$4.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Members Trust CO
|
BUY
|
- |
5.15KNew |
$352K - $389K
|
5.15K
$374K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.4K- 8.46% |
$1.12M - $1.24M
|
177K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
206K+ 64.94% |
$14M - $15.5M
|
522K
$37.9M
|
|