Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
362KNew |
$21.2M - $23M
|
362K
$24.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
348KNew |
$20.4M - $22.1M
|
348K
$23.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
165KNew |
$9.69M - $10.5M
|
165K
$11.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
137K+ 71.69% |
$8.07M - $8.74M
|
329K
$22.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
137KNew |
$8.07M - $8.74M
|
137K
$9.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
114K+ 9.13% |
$6.71M - $7.27M
|
1.36M
$91.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
78.3K+ 605.79% |
$4.6M - $4.98M
|
91.3K
$6.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
72.4K+ 30.76% |
$4.25M - $4.61M
|
308K
$20.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
65K+ 9.18% |
$3.82M - $4.14M
|
773K
$51.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48.6K+ 31.95% |
$2.85M - $3.09M
|
201K
$13.5M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43.7K+ 43.97% |
$2.57M - $2.78M
|
143K
$9.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35.4KNew |
$2.08M - $2.25M
|
35.4K
$2.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.8KNew |
$1.98M - $2.15M
|
33.8K
$2.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
30.5K+ 51.82% |
$1.79M - $1.94M
|
89.4K
$5.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.8K+ 37.85% |
$1.75M - $1.9M
|
109K
$7.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
26.2K+ 5.14% |
$1.54M - $1.67M
|
536K
$35.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
20.3K+ 108.44% |
$1.19M - $1.29M
|
38.9K
$2.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.5K+ 17.99% |
$1.08M - $1.17M
|
121K
$8.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.3K+ 50.69% |
$898K - $973K
|
45.5K
$3.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.2K+ 241.9% |
$890K - $964K
|
21.4K
$1.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
10.5K+ 4.6% |
$618K - $669K
|
239K
$16M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9.9K+ 2.16% |
$581K - $630K
|
469K
$31.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.14K+ 135.16% |
$537K - $581K
|
15.9K
$1.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
8.5K+ 100.2% |
$499K - $541K
|
17K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.39KNew |
$493K - $534K
|
8.39K
$563K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.44KNew |
$437K - $473K
|
7.44K
$499K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6.71K+ 1.77% |
$394K - $426K
|
386K
$25.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.63K+ 59.63% |
$331K - $358K
|
15.1K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.44K+ 8.08% |
$319K - $346K
|
72.7K
$4.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.76KNew |
$280K - $303K
|
4.76K
$319K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.69K+ 90.53% |
$275K - $298K
|
9.86K
$661K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.83K+ 9.05% |
$225K - $244K
|
46.2K
$3.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.8K+ 71.01% |
$223K - $242K
|
9.15K
$613K
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
3.59KNew |
$210K - $228K
|
3.59K
$240K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.85KNew |
$167K - $181K
|
2.85K
$191K
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.18K+ 26.0% |
$128K - $138K
|
10.5K
$707K
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.13K+ 6.77% |
$125K - $136K
|
33.6K
$2.26M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.05K+ 4.73% |
$120K - $130K
|
45.3K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2K+ 35.33% |
$117K - $127K
|
7.66K
$514K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.58K+ 4.95% |
$92.9K - $101K
|
33.5K
$2.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$87.8K - $95.1K
|
1.5K
$100K
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.22K+ 2.84% |
$71.5K - $77.4K
|
44K
$2.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.16K+ 1.9% |
$68.3K - $74K
|
62.4K
$4.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
961+ 9.06% |
$56.4K - $61.1K
|
11.6K
$775K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
953+ 21.12% |
$56K - $60.6K
|
5.47K
$366K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
925+ 28.44% |
$54.3K - $58.8K
|
4.18K
$280K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
802+ 2.6% |
$47.1K - $51K
|
31.7K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
790+ 41.95% |
$46.4K - $50.2K
|
2.67K
$179K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
769+ 7.12% |
$45.1K - $48.9K
|
11.6K
$775K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
724+ 0.87% |
$42.5K - $46K
|
84.1K
$5.64M
|