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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.02KNew |
$132K - $150K
|
2.02K
$126K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.94K+ 4.55% |
$323K - $367K
|
114K
$7.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
12.9K+ 3.27% |
$844K - $959K
|
408K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-50- 5.0% |
$3.27K - $3.71K
|
950
$58.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.99K+ 2.55% |
$260K - $296K
|
160K
$9.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-64.5K- 24.77% |
$4.21M - $4.78M
|
196K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
616New |
$40.2K - $45.7K
|
616
$38.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.6K+ 11.8% |
$1.61M - $1.82M
|
233K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.5K+ 109.78% |
$1.8M - $2.04M
|
52.6K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.2K+ 14.99% |
$2.36M - $2.68M
|
277K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
90+ 42.06% |
$5.88K - $6.67K
|
304
$18.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
569New |
$37.2K - $42.2K
|
569
$35.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13KNew |
$852K - $967K
|
13K
$809K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.9K+ 3808.0% |
$124K - $141K
|
1.95K
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
54.6KNew |
$3.56M - $4.05M
|
54.6K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.27K- 21.64% |
$279K - $317K
|
15.5K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-849- 0.31% |
$55.4K - $63K
|
273K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.38K- 57.75% |
$482K - $547K
|
5.4K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.6K+ 317.54% |
$2M - $2.27M
|
40.2K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.02K- 16.86% |
$66.7K - $75.7K
|
5.04K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
133K+ 21.45% |
$8.68M - $9.86M
|
753K
$46.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.6K+ 383.22% |
$1.41M - $1.6M
|
27.3K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.95K- 12.32% |
$127K - $145K
|
13.9K
$861K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
3.5KNew |
$229K - $260K
|
3.5K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.23K- 19.23% |
$80.5K - $91.4K
|
5.17K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.47KNew |
$357K - $405K
|
5.47K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.88K- 7.13% |
$384K - $436K
|
76.6K
$4.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.49K+ 27.31% |
$97.5K - $111K
|
6.96K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25.9K- 10.47% |
$1.69M - $1.92M
|
222K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
203KNew |
$13.3M - $15.1M
|
203K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
35+ 0.23% |
$2.29K - $2.6K
|
15.4K
$955K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.2K+ 12.65% |
$1.45M - $1.65M
|
198K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
617+ 19.94% |
$40.3K - $45.8K
|
3.71K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
946+ 13.97% |
$61.8K - $70.1K
|
7.72K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.5K+ 1.54% |
$98.1K - $111K
|
98.9K
$6.14M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
385+ 0.46% |
$25.1K - $28.5K
|
84.8K
$5.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
138K+ 710.71% |
$9.04M - $10.3M
|
158K
$9.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
28+ 0.42% |
$1.83K - $2.08K
|
6.63K
$411K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
213New |
$13.9K - $15.8K
|
213
$13.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5New |
$327 - $371
|
5
$310
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.15K- 9.03% |
$336K - $382K
|
51.9K
$3.22M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
44+ 1.65% |
$2.87K - $3.26K
|
2.72K
$169K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-304- 3.72% |
$19.9K - $22.5K
|
7.86K
$488K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.27KNew |
$213K - $242K
|
3.27K
$203K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
141K+ 9.53% |
$9.23M - $10.5M
|
1.63M
$101M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-52.7K- 22.8% |
$3.44M - $3.91M
|
179K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-113K- 3.07% |
$7.4M - $8.4M
|
3.57M
$222M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
212New |
$13.8K - $15.7K
|
212
$13.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.05K+ 12.29% |
$68.2K - $77.5K
|
9.55K
$592K
|