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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
179New |
$8.72K - $10K
|
179
$12.6K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-4Closed |
$195 - $224
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.39K+ 1098.25% |
$214K - $246K
|
4.79K
$338K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
56New |
$2.73K - $3.14K
|
56
$3.94K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5- 0.55% |
$244 - $280
|
902
$63.5K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.94KNew |
$192K - $221K
|
3.94K
$278K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
72New |
$3.51K - $4.04K
|
72
$5.07K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-489- 7.53% |
$23.8K - $27.4K
|
6K
$423K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
9.99K+ 99890.0% |
$487K - $560K
|
10K
$704K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.34KNew |
$65.1K - $75K
|
1.34K
$94.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
172New |
$8.38K - $9.65K
|
172
$12.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.39KNew |
$386K - $446K
|
8.39K
$591K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-359- 15.65% |
$16.5K - $19.1K
|
1.94K
$136K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
47.8KNew |
$2.2M - $2.54M
|
47.8K
$3.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
31New |
$1.43K - $1.65K
|
31
$2.18K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
104New |
$4.78K - $5.53K
|
104
$7.33K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
39.1K+ 21.25% |
$1.8M - $2.08M
|
223K
$15.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-22.7K- 17.69% |
$1.04M - $1.21M
|
106K
$7.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
10.7KNew |
$490K - $567K
|
10.7K
$751K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
378New |
$17.4K - $20.1K
|
378
$26.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.29KNew |
$197K - $228K
|
4.29K
$302K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-11.2K- 12.8% |
$493K - $602K
|
76.2K
$5.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
27+ 11.02% |
$1.19K - $1.45K
|
272
$19.2K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
36.3K+ 72.93% |
$1.6M - $1.96M
|
86.1K
$6.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.73K+ 27.37% |
$120K - $147K
|
12.7K
$893K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
258New |
$11.4K - $13.9K
|
258
$18.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-507- 24.8% |
$22.4K - $27.3K
|
1.54K
$108K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
180New |
$7.94K - $9.69K
|
180
$12.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.45% |
$132 - $162
|
675
$47.5K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.13KClosed |
$144K - $173K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.27KClosed |
$58.6K - $70.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-288Closed |
$13.3K - $15.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4.57KClosed |
$211K - $252K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.1KClosed |
$189K - $226K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-200- 3.83% |
$9.22K - $11K
|
5.02K
$354K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
326New |
$15K - $18K
|
326
$23K
|
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
131KNew |
$6.06M - $7.24M
|
131K
$9.25M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-348Closed |
$16K - $19.2K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-3.95KClosed |
$182K - $218K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
232New |
$10.7K - $12.8K
|
232
$16.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-208Closed |
$9.59K - $11.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.6KClosed |
$73.8K - $88.1K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
1.21KNew |
$55.8K - $66.6K
|
1.21K
$85.2K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-104KClosed |
$5.33M - $6.03M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.5KClosed |
$179K - $203K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6.24KClosed |
$320K - $362K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.5KClosed |
$179K - $203K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-3.74KClosed |
$192K - $217K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.9KClosed |
$200K - $226K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.6KClosed |
$184K - $208K
|
0
$0
|
|