Purchases and Sales Made in Q1 2024 in Ishares Msci Usa Small Cap Mul (SMLF)
This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Mul (SMLF) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA SMALL-CAP MUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
379KNew |
$21.4M - $24.1M
|
379K
$25.4M
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
229KNew |
$12.9M - $14.5M
|
229K
$15.3M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
129K+ 122.05% |
$7.31M - $8.23M
|
235K
$15.8M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
127K+ 11.28% |
$7.16M - $8.06M
|
1.25M
$83.9M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
125K+ 185.51% |
$7.03M - $7.92M
|
192K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
103KNew |
$5.79M - $6.52M
|
103K
$6.88M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
93.4K+ 1557.66% |
$5.27M - $5.94M
|
99.4K
$6.66M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
82.2K+ 2.11% |
$4.64M - $5.22M
|
3.97M
$266M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
58.9KNew |
$3.32M - $3.74M
|
58.9K
$3.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
45.6K+ 6.89% |
$2.58M - $2.9M
|
708K
$47.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
30.2KNew |
$1.7M - $1.92M
|
30.2K
$2.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
19.9KNew |
$1.12M - $1.26M
|
19.9K
$1.33M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.7K+ 49.06% |
$1.11M - $1.25M
|
59.8K
$4.01M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
16.7K+ 3.38% |
$941K - $1.06M
|
510K
$34.2M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.9K+ 67.93% |
$786K - $885K
|
34.4K
$2.31M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.7K+ 21.83% |
$773K - $871K
|
76.4K
$5.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13.6K+ 3.06% |
$769K - $866K
|
459K
$30.8M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.5K+ 22.86% |
$707K - $796K
|
67.3K
$4.51M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
10.8KNew |
$610K - $686K
|
10.8K
$724K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
9.44KNew |
$533K - $600K
|
9.44K
$633K
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
8.36KNew |
$472K - $532K
|
8.36K
$561K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
7.19KNew |
$406K - $457K
|
7.19K
$482K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.99K+ 12.88% |
$395K - $444K
|
61.2K
$4.11M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.92K+ 4.77% |
$391K - $440K
|
152K
$10.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.76KNew |
$382K - $430K
|
6.76K
$454K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.73K+ 65.73% |
$380K - $428K
|
17K
$1.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.3K+ 24.58% |
$356K - $401K
|
31.9K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.21K+ 1.25% |
$351K - $395K
|
504K
$33.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
5.07KNew |
$286K - $322K
|
5.07K
$340K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.51KNew |
$255K - $287K
|
4.51K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.34KNew |
$245K - $276K
|
4.34K
$291K
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
4.33K+ 15.94% |
$245K - $275K
|
31.5K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.06KNew |
$229K - $258K
|
4.06K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.04K+ 0.94% |
$228K - $257K
|
435K
$29.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
3.4K+ 4.46% |
$192K - $216K
|
79.7K
$5.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3.27KNew |
$185K - $208K
|
3.27K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.16KNew |
$178K - $201K
|
3.16K
$212K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.96K+ 7.5% |
$167K - $188K
|
42.3K
$2.84M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.45KNew |
$138K - $156K
|
2.45K
$164K
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.35K+ 5.82% |
$133K - $150K
|
42.8K
$2.87M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.95KNew |
$110K - $124K
|
1.95K
$131K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.77K+ 2.3% |
$100K - $113K
|
78.7K
$5.28M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.76K+ 16.19% |
$99.3K - $112K
|
12.6K
$847K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.31K+ 11.25% |
$73.9K - $83.2K
|
12.9K
$867K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.07K+ 25.94% |
$60.2K - $67.8K
|
5.18K
$347K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1K+ 1.22% |
$56.7K - $63.8K
|
83.3K
$5.59M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
854+ 15.59% |
$48.2K - $54.3K
|
6.33K
$425K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
812New |
$45.9K - $51.6K
|
812
$54.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
766New |
$43.3K - $48.7K
|
766
$51.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
753New |
$42.5K - $47.9K
|
753
$50.5K
|