Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
140KNew |
$9.13M - $10.4M
|
140K
$9.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
68.2K+ 32.38% |
$4.46M - $5.06M
|
279K
$19.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
29.5KNew |
$1.93M - $2.19M
|
29.5K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.7KNew |
$1.29M - $1.46M
|
19.7K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
13.6K+ 1.73% |
$889K - $1.01M
|
801K
$56.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
11.9KNew |
$779K - $885K
|
11.9K
$841K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.4KNew |
$681K - $773K
|
10.4K
$735K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9.25K+ 2.55% |
$604K - $686K
|
371K
$26.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
9.22K+ 220.89% |
$602K - $684K
|
13.4K
$943K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
9.19KNew |
$600K - $681K
|
9.19K
$647K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
8.48K+ 1.52% |
$554K - $629K
|
568K
$40M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7.68K+ 1.62% |
$501K - $569K
|
481K
$33.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7.11K+ 11.17% |
$465K - $527K
|
70.8K
$4.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.86K+ 11.15% |
$448K - $509K
|
68.4K
$4.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.78KNew |
$443K - $503K
|
6.78K
$478K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.81KNew |
$380K - $431K
|
5.81K
$409K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.91K+ 33.94% |
$320K - $364K
|
19.4K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.87KNew |
$318K - $361K
|
4.87K
$343K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.39K+ 2.7% |
$287K - $325K
|
167K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
3.29K+ 4.03% |
$215K - $244K
|
85K
$5.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.1K+ 11.65% |
$203K - $230K
|
29.7K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.28K+ 0.92% |
$149K - $169K
|
250K
$17.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.85KNew |
$121K - $137K
|
1.85K
$130K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.82K+ 10.14% |
$119K - $135K
|
19.7K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.36K+ 19428.57% |
$88.8K - $101K
|
1.37K
$96.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
733+ 1.17% |
$47.9K - $54.4K
|
63.4K
$4.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
555+ 1.58% |
$36.2K - $41.2K
|
35.7K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
497+ 1.04% |
$32.5K - $36.9K
|
48.4K
$3.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
350+ 6.99% |
$22.9K - $26K
|
5.36K
$377K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
341New |
$22.3K - $25.3K
|
341
$24K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
333+ 6.63% |
$21.7K - $24.7K
|
5.36K
$377K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
251+ 0.43% |
$16.4K - $18.6K
|
58.4K
$4.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
246+ 126.15% |
$16.1K - $18.2K
|
441
$31.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
210+ 6.95% |
$13.7K - $15.6K
|
3.23K
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
190+ 633.33% |
$12.4K - $14.1K
|
220
$15.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
187+ 1.11% |
$12.2K - $13.9K
|
17K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
80+ 2.29% |
$5.22K - $5.93K
|
3.57K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
68+ 20.06% |
$4.44K - $5.04K
|
407
$28.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
59+ 7.12% |
$3.85K - $4.37K
|
888
$62.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
58+ 0.1% |
$3.79K - $4.3K
|
57.4K
$4.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
14+ 0.45% |
$914 - $1.04K
|
3.11K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11- 61.11% |
$718 - $816
|
7
$493
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-125- 0.17% |
$8.16K - $9.27K
|
75.3K
$5.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-160- 3.57% |
$10.4K - $11.9K
|
4.33K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-252- 0.13% |
$16.5K - $18.7K
|
190K
$13.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-279- 3.35% |
$18.2K - $20.7K
|
8.05K
$567K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-286- 1.84% |
$18.7K - $21.2K
|
15.3K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-362- 7.25% |
$23.6K - $26.8K
|
4.63K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-381- 6.08% |
$24.9K - $28.3K
|
5.88K
$414K
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-1.06K- 0.3% |
$69.3K - $78.7K
|
353K
$24.8M
|