Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.56K- 10.57% |
$84.6K - $106K
|
13.2K
$968K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.61K- 14.41% |
$87.4K - $109K
|
9.56K
$703K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.76K- 2.26% |
$95.4K - $119K
|
76K
$5.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.93K- 95.26% |
$105K - $131K
|
96
$7.05K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.53K- 33.26% |
$137K - $172K
|
5.08K
$373K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-2.53K- 16.19% |
$138K - $172K
|
13.1K
$964K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.11K- 14.3% |
$169K - $211K
|
18.6K
$1.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.29K- 5.82% |
$179K - $223K
|
53.2K
$3.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-3.68K- 12.96% |
$200K - $250K
|
24.7K
$1.81M
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-4.33K- 1.07% |
$235K - $294K
|
399K
$29.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.19K- 83.26% |
$282K - $353K
|
1.04K
$76.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.71K- 2.62% |
$364K - $456K
|
250K
$18.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.07K- 17.9% |
$384K - $480K
|
32.4K
$2.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-9.31K- 68.34% |
$505K - $632K
|
4.31K
$317K
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-11.6K- 6.02% |
$627K - $785K
|
180K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.7K- 8.34% |
$691K - $866K
|
140K
$10.3M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.9K- 16.35% |
$753K - $942K
|
71K
$5.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-14.1K- 53.73% |
$764K - $956K
|
12.1K
$890K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.5K- 6.95% |
$785K - $982K
|
194K
$14.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.6K- 12.07% |
$790K - $989K
|
106K
$7.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-17.2K- 28.95% |
$935K - $1.17M
|
42.3K
$3.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-21.2K- 19.93% |
$1.15M - $1.44M
|
85.1K
$6.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-21.8K- 74.71% |
$1.19M - $1.48M
|
7.4K
$543K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-51.4K- 9.16% |
$2.79M - $3.5M
|
510K
$37.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-64.3K- 94.02% |
$3.49M - $4.37M
|
4.1K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-105K- 78.26% |
$5.71M - $7.15M
|
29.2K
$2.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-120K- 36.34% |
$6.53M - $8.17M
|
211K
$15.5M
|