Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-90- 0.4% |
$4.38K - $4.83K
|
22.4K
$1.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-108- 0.87% |
$5.25K - $5.79K
|
12.4K
$828K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-156- 1.81% |
$7.59K - $8.36K
|
8.45K
$567K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-188- 1.08% |
$9.14K - $10.1K
|
17.2K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-195- 2.33% |
$9.48K - $10.5K
|
8.19K
$549K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-250- 9.9% |
$12.2K - $13.4K
|
2.28K
$153K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-257- 0.95% |
$12.5K - $13.8K
|
26.8K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-489- 4.15% |
$23.8K - $26.2K
|
11.3K
$758K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-527- 72.29% |
$25.6K - $28.3K
|
202
$13.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-590- 12.46% |
$28.7K - $31.6K
|
4.15K
$278K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-700- 3.11% |
$34K - $37.5K
|
21.8K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-989- 0.7% |
$48.1K - $53K
|
140K
$9.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.05K- 4.87% |
$51K - $56.2K
|
20.5K
$1.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.3K- 9.85% |
$63.2K - $69.7K
|
11.9K
$798K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.64K- 49.15% |
$79.8K - $88K
|
1.7K
$114K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.95K- 23.73% |
$94.7K - $104K
|
6.26K
$420K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.02K- 5.28% |
$98K - $108K
|
36.1K
$2.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.06K- 15.12% |
$100K - $110K
|
11.6K
$775K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.13K- 36.34% |
$104K - $114K
|
3.73K
$250K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.2K- 0.48% |
$107K - $118K
|
458K
$30.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4K- 22.59% |
$194K - $214K
|
13.7K
$918K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.71K- 11.91% |
$229K - $252K
|
34.8K
$2.34M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-5.47K- 76.99% |
$266K - $294K
|
1.64K
$110K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.74K- 4.38% |
$279K - $308K
|
125K
$8.41M
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-6.28K- 52.41% |
$305K - $336K
|
5.7K
$382K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.58K- 7.11% |
$320K - $353K
|
85.9K
$5.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.31K- 33.33% |
$356K - $392K
|
14.6K
$981K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-8.1K- 18.47% |
$394K - $434K
|
35.8K
$2.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-8.41K- 7.87% |
$409K - $451K
|
98.4K
$6.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.8K- 24.92% |
$574K - $633K
|
35.6K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.5K- 7.42% |
$754K - $831K
|
193K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-22K- 15.08% |
$1.07M - $1.18M
|
124K
$8.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-33.6K- 20.38% |
$1.63M - $1.8M
|
131K
$8.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-37.5K- 64.11% |
$1.82M - $2.01M
|
21K
$1.41M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-37.5K- 64.11% |
$1.82M - $2.01M
|
21K
$1.41M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-642K- 54.65% |
$31.2M - $34.4M
|
533K
$35.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.84M- 55.66% |
$138M - $152M
|
2.26M
$152M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.97M- 55.64% |
$144M - $159M
|
2.37M
$159M
|