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, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
5.4KNew |
$290K - $324K
|
5.4K
$392K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
179New |
$9.24K - $10.1K
|
179
$13K
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-112Closed |
$5.8K - $6.18K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-16Closed |
$724 - $860
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.67KClosed |
$212K - $251K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.8KClosed |
$217K - $258K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-3.37KClosed |
$153K - $181K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-20Closed |
$905 - $1.07K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-51Closed |
$2.31K - $2.74K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 06, 2020
Q3 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-750Closed |
$26.1K - $29.5K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Private Ocean, LLC
|
BUY
|
- |
119New |
$4.14K - $4.68K
|
119
$8.64K
|
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-20Closed |
$695 - $786
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Pflug Koory, LLC
|
SELL
|
- |
-1.23KClosed |
$42.7K - $48.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Feb 11, 2021
Q2 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.3KClosed |
$63.1K - $88.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-246Closed |
$6.75K - $9.49K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-46Closed |
$1.26K - $1.77K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.29KClosed |
$62.8K - $88.3K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-14.1KClosed |
$386K - $543K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-117KClosed |
$2.98M - $5.12M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Smart Money Group LLC
|
SELL
|
- |
-29.6KClosed |
$755K - $1.3M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-14.9KClosed |
$380K - $653K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-505Closed |
$19.5K - $21.7K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-952Closed |
$36.7K - $40.9K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Tsfg, LLC
|
SELL
|
- |
-139Closed |
$5.37K - $5.98K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Edge Capital Group, LLC
|
SELL
|
- |
-67.5KClosed |
$2.58M - $2.79M
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-5.23KClosed |
$200K - $216K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 10, 2019
Q2 2019
|
Cordasco Financial Network
|
SELL
|
- |
-67Closed |
$2.54K - $2.82K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-5.78KClosed |
$203K - $241K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.02KClosed |
$106K - $126K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12.3KNew |
$414K - $533K
|
12.3K
$896K
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.37KClosed |
$79.5K - $102K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.56KNew |
$65.9K - $70K
|
1.56K
$113K
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-140Closed |
$5.38K - $6.07K
|
0
$0
|
|