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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
426New |
$23.1K - $28.9K
|
426
$30.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
250New |
$13.6K - $17K
|
250
$18.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-128- 1.22% |
$6.95K - $8.7K
|
10.4K
$754K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
201New |
$10.9K - $13.7K
|
201
$14.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
34+ 23.94% |
$1.85K - $2.31K
|
176
$12.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
275New |
$14.9K - $18.7K
|
275
$20K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
650+ 1120.69% |
$35.3K - $44.2K
|
708
$51.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.34KNew |
$181K - $227K
|
3.34K
$242K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-318- 72.27% |
$17.3K - $21.6K
|
122
$8.86K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.29K- 5.82% |
$179K - $223K
|
53.2K
$3.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.93K- 95.26% |
$105K - $131K
|
96
$6.97K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-678- 8.34% |
$36.8K - $46.1K
|
7.45K
$541K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
8New |
$434 - $544
|
8
$581
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.33KNew |
$235K - $294K
|
4.33K
$315K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
119New |
$6.46K - $8.09K
|
119
$8.64K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.4K- 24.07% |
$75.8K - $94.9K
|
4.4K
$320K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.89KNew |
$176K - $206K
|
2.89K
$210K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
65New |
$3.96K - $4.64K
|
65
$4.72K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-28- 13.15% |
$1.71K - $2K
|
185
$13.4K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.52K+ 27.9% |
$92.8K - $109K
|
6.98K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
40+ 0.26% |
$2.44K - $2.86K
|
15.4K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-14.9K- 80.73% |
$909K - $1.07M
|
3.56K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.51KNew |
$335K - $393K
|
5.51K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
18.7KNew |
$1.14M - $1.33M
|
18.7K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.56KNew |
$217K - $254K
|
3.56K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
5.23KNew |
$318K - $373K
|
5.23K
$380K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.16K- 1.99% |
$70.7K - $82.9K
|
57.2K
$4.15M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
40New |
$2.44K - $2.86K
|
40
$2.9K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
846+ 15.79% |
$51.5K - $60.4K
|
6.2K
$450K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-40.7KClosed |
$2.48M - $2.9M
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
48New |
$2.92K - $3.43K
|
48
$3.49K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.88KNew |
$297K - $349K
|
4.88K
$354K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
24New |
$1.46K - $1.71K
|
24
$1.74K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
90New |
$5.48K - $6.43K
|
90
$6.54K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
88New |
$5.36K - $6.28K
|
88
$6.39K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-384- 2.24% |
$23.4K - $27.4K
|
16.8K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
566New |
$34.5K - $40.4K
|
566
$41.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-275K- 98.39% |
$16.7M - $19.6M
|
4.49K
$326K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
50New |
$3.05K - $3.57K
|
50
$3.63K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-212- 5.13% |
$12.9K - $15.1K
|
3.92K
$285K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.42KNew |
$86.4K - $101K
|
1.42K
$103K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2+ 0.06% |
$122 - $143
|
3.57K
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
454New |
$27.7K - $32.4K
|
454
$33K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-598- 79.1% |
$36.4K - $42.7K
|
158
$11.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
10.3K+ 2.91% |
$625K - $733K
|
363K
$26.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
21.2KNew |
$1.29M - $1.51M
|
21.2K
$1.54M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13KNew |
$852K - $967K
|
13K
$947K
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
3.5KNew |
$229K - $260K
|
3.5K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.23K- 19.23% |
$80.5K - $91.4K
|
5.17K
$376K
|
|