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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
27New |
$1.38K - $1.53K
|
27
$1.57K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
321KNew |
$15.6M - $17.2M
|
321K
$18.7M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.02KNew |
$293K - $323K
|
6.02K
$351K
|
|
|
Aug 10, 2023
Q2 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.04KNew |
$196K - $217K
|
4.04K
$235K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.73KNew |
$182K - $200K
|
3.73K
$218K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
8New |
$389 - $429
|
8
$466
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6+ 0.06% |
$292 - $322
|
10.6K
$618K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
9.99K+ 99890.0% |
$487K - $560K
|
10K
$583K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.34KNew |
$65.1K - $75K
|
1.34K
$77.9K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
179New |
$8.72K - $10K
|
179
$10.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
172New |
$8.38K - $9.65K
|
172
$10K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
72New |
$3.51K - $4.04K
|
72
$4.2K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
56New |
$2.73K - $3.14K
|
56
$3.26K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
47.8KNew |
$2.2M - $2.54M
|
47.8K
$2.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
39.1K+ 21.25% |
$1.8M - $2.08M
|
223K
$13M
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
10.7KNew |
$490K - $567K
|
10.7K
$621K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.29KNew |
$197K - $228K
|
4.29K
$250K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
378New |
$17.4K - $20.1K
|
378
$22K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
104New |
$4.78K - $5.53K
|
104
$6.06K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
31New |
$1.43K - $1.65K
|
31
$1.81K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
36.3K+ 72.93% |
$1.6M - $1.96M
|
86.1K
$5.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.73K+ 27.37% |
$120K - $147K
|
12.7K
$739K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
258New |
$11.4K - $13.9K
|
258
$15K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
180New |
$7.94K - $9.69K
|
180
$10.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
27+ 11.02% |
$1.19K - $1.45K
|
272
$15.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.45% |
$132 - $162
|
675
$39.3K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
131KNew |
$6.06M - $7.24M
|
131K
$7.65M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
1.21KNew |
$55.8K - $66.6K
|
1.21K
$70.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
326New |
$15K - $18K
|
326
$19K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
232New |
$10.7K - $12.8K
|
232
$13.5K
|
|
| Q4 2021 | |||||||
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
5.4KNew |
$290K - $324K
|
5.4K
$315K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
99New |
$5.32K - $5.93K
|
99
$5.77K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
179New |
$9.24K - $10.1K
|
179
$10.4K
|
|
| Q3 2020 | |||||||
|
Oct 30, 2020
Q3 2020
|
Private Ocean, LLC
|
BUY
|
- |
119New |
$4.14K - $4.68K
|
119
$6.93K
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12.3KNew |
$414K - $533K
|
12.3K
$719K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.56KNew |
$65.9K - $70K
|
1.56K
$90.8K
|
|