Latest Institutional Purchases of Ishares Msci Usa Small Cap Mul (SMLF)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Small Cap Mul (SMLF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Members Trust CO
|
BUY
|
- |
5.15KNew |
$352K - $389K
|
5.15K
$374K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.07K+ 5.04% |
$278K - $308K
|
84.9K
$6.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.88K+ 1636.29% |
$265K - $293K
|
4.12K
$299K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.61K+ 19.14% |
$247K - $273K
|
22.5K
$1.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
3.56KNew |
$243K - $269K
|
3.56K
$259K
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.46KNew |
$236K - $261K
|
3.46K
$251K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.46K+ 100.0% |
$236K - $261K
|
6.91K
$502K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.42K+ 6.28% |
$233K - $258K
|
57.8K
$4.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.31K+ 9.37% |
$226K - $250K
|
38.6K
$2.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.21KNew |
$219K - $243K
|
3.21K
$233K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.94KNew |
$201K - $222K
|
2.94K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.92KNew |
$199K - $221K
|
2.92K
$212K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.72KNew |
$186K - $206K
|
2.72K
$198K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.39K+ 13.66% |
$163K - $180K
|
19.8K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.38K+ 2.45% |
$162K - $180K
|
99.7K
$7.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.33K+ 6.27% |
$159K - $176K
|
39.5K
$2.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
2.29K+ 3.86% |
$156K - $173K
|
61.6K
$4.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
2.01K+ 3.01% |
$137K - $152K
|
68.9K
$5M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.9K+ 30.42% |
$129K - $143K
|
8.12K
$590K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.74K+ 50.64% |
$119K - $132K
|
5.18K
$376K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.71K+ 15.14% |
$117K - $129K
|
13K
$944K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.7K+ 13.1% |
$116K - $128K
|
14.6K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.66K+ 12.21% |
$113K - $125K
|
15.2K
$1.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.57K+ 103.98% |
$107K - $119K
|
3.08K
$223K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.46K+ 5.78% |
$99.7K - $110K
|
26.7K
$1.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.45KNew |
$99.3K - $110K
|
1.45K
$106K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.34K+ 21.55% |
$91.8K - $102K
|
7.58K
$551K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.29KNew |
$88.1K - $97.6K
|
1.29K
$93.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.23K+ 2.7% |
$83.6K - $92.6K
|
46.6K
$3.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.18K+ 1.9% |
$80.4K - $89K
|
63.3K
$4.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.15K+ 4.52% |
$78.6K - $87.1K
|
26.7K
$1.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.15K+ 10.68% |
$78.4K - $86.8K
|
11.9K
$864K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.09K+ 3.26% |
$74.5K - $82.5K
|
34.6K
$2.51M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.09K+ 1946.43% |
$74.4K - $82.4K
|
1.15K
$83.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.05K+ 15.88% |
$71.4K - $79.1K
|
7.63K
$554K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.01K+ 24.68% |
$68.7K - $76.1K
|
5.09K
$369K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
897+ 3.38% |
$61.2K - $67.8K
|
27.5K
$2M
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
848+ 1.01% |
$57.9K - $64.1K
|
84.9K
$6.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
768+ 6.35% |
$52.4K - $58K
|
12.9K
$935K
|
|
|
Nov 07, 2025
Q3 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
767+ 0.9% |
$52.4K - $58K
|
86.3K
$6.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
705+ 5.35% |
$48.1K - $53.3K
|
13.9K
$1.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
616+ 5.83% |
$42.1K - $46.6K
|
11.2K
$812K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
483+ 2.25% |
$33K - $36.5K
|
21.9K
$1.59M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
453New |
$30.9K - $34.2K
|
453
$32.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
446+ 0.63% |
$30.4K - $33.7K
|
71.3K
$5.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
445+ 0.01% |
$30.4K - $33.6K
|
3.75M
$272M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
432+ 0.58% |
$29.5K - $32.7K
|
74.5K
$5.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
413+ 0.6% |
$28.2K - $31.2K
|
69.4K
$5.04M
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
324+ 1.63% |
$22.1K - $24.5K
|
20.2K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
311+ 4.46% |
$21.2K - $23.5K
|
7.28K
$529K
|
|