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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
735+ 13.45% |
$44.2K - $48.9K
|
6.2K
$441K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.35K+ 11.59% |
$322K - $356K
|
51.5K
$3.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
138+ 7.31% |
$8.29K - $9.19K
|
2.03K
$144K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
8.73KNew |
$525K - $581K
|
8.73K
$621K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.99KNew |
$300K - $332K
|
4.99K
$355K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
659+ 6.77% |
$39.6K - $43.9K
|
10.4K
$739K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
133K+ 122.28% |
$7.98M - $8.84M
|
241K
$17.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-104- 0.41% |
$6.25K - $6.92K
|
25.1K
$1.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30New |
$1.8K - $2K
|
30
$2.13K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.29K- 35.99% |
$198K - $219K
|
5.86K
$417K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
1.47KNew |
$88K - $97.5K
|
1.47K
$104K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
289+ 71.53% |
$17.4K - $19.2K
|
693
$49.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.65K- 1.28% |
$279K - $309K
|
357K
$25.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
20+ 0.12% |
$1.2K - $1.33K
|
17K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.66K+ 12.93% |
$99.5K - $110K
|
14.5K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.12K+ 14.18% |
$67.5K - $74.8K
|
9.04K
$643K
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
12+ 0.16% |
$721 - $799
|
7.74K
$550K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
774+ 2.99% |
$46.5K - $51.5K
|
26.6K
$1.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.12% |
$60.1 - $66.6
|
829
$59K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
309+ 2.67% |
$18.6K - $20.6K
|
11.9K
$844K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.86K+ 18.96% |
$172K - $190K
|
17.9K
$1.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
99K+ 108.5% |
$5.95M - $6.59M
|
190K
$13.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
943+ 2.79% |
$56.7K - $62.8K
|
34.7K
$2.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.62K+ 12.23% |
$518K - $574K
|
79.1K
$5.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.1K+ 35.34% |
$966K - $1.07M
|
61.5K
$4.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-20- 28.57% |
$1.2K - $1.33K
|
50
$3.56K
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
41.8K+ 124.17% |
$2.51M - $2.78M
|
75.4K
$5.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.1KNew |
$186K - $206K
|
3.1K
$220K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
282+ 0.44% |
$16.9K - $18.8K
|
63.7K
$4.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-5.13K- 17.94% |
$308K - $341K
|
23.5K
$1.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.92K- 26.73% |
$116K - $128K
|
5.27K
$375K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-625- 38.46% |
$36.7K - $39.8K
|
1K
$71.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.17K- 49.95% |
$127K - $138K
|
2.17K
$155K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
790+ 41.95% |
$46.4K - $50.2K
|
2.67K
$190K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.58K- 19.33% |
$210K - $227K
|
14.9K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.79K- 0.95% |
$281K - $305K
|
499K
$35.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
79New |
$4.64K - $5.02K
|
79
$5.62K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
30.5K+ 51.82% |
$1.79M - $1.94M
|
89.4K
$6.36M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.85KNew |
$167K - $181K
|
2.85K
$203K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
70New |
$4.11K - $4.45K
|
70
$4.98K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-240- 4.34% |
$14.1K - $15.3K
|
5.29K
$376K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$87.8K - $95.1K
|
1.5K
$106K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
250New |
$14.7K - $15.9K
|
250
$17.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-10- 1.31% |
$587 - $636
|
756
$53.8K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.73K+ 65.73% |
$380K - $428K
|
17K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.7K+ 21.83% |
$773K - $871K
|
76.4K
$5.44M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
812New |
$45.9K - $51.6K
|
812
$57.8K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4K- 17.78% |
$226K - $254K
|
18.5K
$1.32M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
67New |
$3.78K - $4.26K
|
67
$4.77K
|
|