Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
279KNew |
$17M - $19.9M
|
279K
$17M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
75.8K+ 110.84% |
$4.62M - $5.41M
|
144K
$8.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
65.2KNew |
$3.97M - $4.66M
|
65.2K
$3.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
37.9K+ 27.11% |
$2.31M - $2.71M
|
178K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
36.6K+ 4.57% |
$2.23M - $2.61M
|
837K
$51.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
31.3K+ 9.36% |
$1.91M - $2.23M
|
366K
$22.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
28.3K+ 7.63% |
$1.73M - $2.02M
|
400K
$24.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
21.2KNew |
$1.29M - $1.51M
|
21.2K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20.1K+ 4.18% |
$1.22M - $1.44M
|
501K
$30.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.4K+ 130.03% |
$938K - $1.1M
|
27.2K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
14.9K+ 225.49% |
$907K - $1.06M
|
21.5K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
10.3K+ 2.91% |
$625K - $733K
|
363K
$22.1M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.24K+ 12.89% |
$380K - $445K
|
54.6K
$3.33M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.22KNew |
$379K - $444K
|
6.22K
$379K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.16KNew |
$375K - $440K
|
6.16K
$376K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
5.57K+ 69.24% |
$339K - $398K
|
13.6K
$831K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.37K+ 27.23% |
$327K - $383K
|
25.1K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
3.99K+ 1.6% |
$243K - $285K
|
254K
$15.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.5K+ 20.52% |
$213K - $250K
|
20.5K
$1.25M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.39KNew |
$206K - $242K
|
3.39K
$207K
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
3.37K+ 1.21% |
$205K - $241K
|
282K
$17.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.16K+ 16.13% |
$132K - $154K
|
15.6K
$949K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.99K+ 21.61% |
$121K - $142K
|
11.2K
$682K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.83K+ 39.54% |
$111K - $131K
|
6.46K
$394K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.79K+ 2.1% |
$109K - $128K
|
86.8K
$5.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.42KNew |
$86.4K - $101K
|
1.42K
$86.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.32K+ 0.48% |
$80.5K - $94.3K
|
279K
$17M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.27K+ 9.71% |
$77.4K - $90.7K
|
14.4K
$877K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
928+ 19.05% |
$56.5K - $66.3K
|
5.8K
$354K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
761+ 2.13% |
$46.4K - $54.3K
|
36.4K
$2.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
566New |
$34.5K - $40.4K
|
566
$34.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
531+ 80.95% |
$32.3K - $37.9K
|
1.19K
$72.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
454New |
$27.7K - $32.4K
|
454
$27.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
305+ 3.42% |
$18.6K - $21.8K
|
9.23K
$563K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
90New |
$5.48K - $6.43K
|
90
$5.49K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
88New |
$5.36K - $6.28K
|
88
$5.37K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
58New |
$3.53K - $4.14K
|
58
$3.54K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
50New |
$3.05K - $3.57K
|
50
$3.05K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
12+ 0.28% |
$731 - $857
|
4.34K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2+ 0.06% |
$122 - $143
|
3.57K
$218K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.23% |
$60.9 - $71.4
|
440
$26.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$60.9 - $71.4
|
7.08K
$432K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5- 8.93% |
$305 - $357
|
51
$3.11K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-17- 0.19% |
$1.04K - $1.21K
|
8.88K
$542K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-71- 8.0% |
$4.32K - $5.07K
|
817
$49.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-103- 1.45% |
$6.27K - $7.35K
|
7K
$427K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-176- 0.23% |
$10.7K - $12.6K
|
75.1K
$4.59M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-200- 3.73% |
$12.2K - $14.3K
|
5.16K
$315K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-212- 5.13% |
$12.9K - $15.1K
|
3.92K
$239K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-296- 4.25% |
$18K - $21.1K
|
6.66K
$407K
|