Purchases and Sales Made in Q3 2021 in Ishares Msci Usa Small Cap Mul (SMLF)

SMLF Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Mul (SMLF) during Q3 2021. 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
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
533K
+ 14.96%
$27.5M - $30.1M
4.1M $286M
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
170K
+ 4.63%
$8.77M - $9.59M
3.83M $268M
Nov 02, 2021 Q3 2021
Financial Management Professionals, Inc.

BUY
 -
166K
+ 103.58%
$8.56M - $9.36M
326K $22.8M
Nov 15, 2021 Q3 2021
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
82.7K
+ 2.5%
$4.27M - $4.67M
3.4M $237M
Nov 09, 2021 Q3 2021
Black Rock Inc.

New York, NY
BUY
 -
77.3K
+ 11.69%
$3.99M - $4.36M
738K $51.6M
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
48.8K
+ 230.58%
$2.52M - $2.75M
69.9K $4.88M
Oct 13, 2021 Q3 2021
Foundations Investment Advisors, LLC

BUY
 -
48.1K
+ 14.63%
$2.48M - $2.71M
377K $26.3M
Oct 19, 2021 Q3 2021
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
34.4K
+ 29.5%
$1.78M - $1.94M
151K $10.5M
Nov 09, 2021 Q3 2021
Phillips Financial Management, LLC

BUY
 -
32.7K
+ 21.69%
$1.69M - $1.85M
183K $12.8M
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
32.4K
+ 7.17%
$1.67M - $1.83M
485K $33.9M
Nov 16, 2021 Q3 2021
Jane Street Group, LLC

New York, NY
BUY
 -
24K
+ 302.89%
$1.24M - $1.35M
31.9K $2.23M
Nov 15, 2021 Q3 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
23.2K
+ 27.43%
$1.2M - $1.31M
108K $7.54M
Oct 19, 2021 Q3 2021
Ullmann Wealth Partners Group, LLC

BUY
 -
20.2K
+ 20.79%
$1.04M - $1.14M
117K $8.19M
Dec 01, 2022 Q3 2021
Mufg Americas Holdings Corp

BUY
 -
18.3K
+ 12.51%
$948K - $1.04M
165K $11.5M
Nov 05, 2021 Q3 2021
Mufg Americas Holdings Corp

BUY
 -
18.3K
+ 12.51%
$948K - $1.04M
165K $11.5M
Nov 15, 2021 Q3 2021
Wealthspire Advisors, LLC

New York, NY
BUY
 -
17.6K
New
$908K - $993K
17.6K $1.23M
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
BUY
 -
16.5K
+ 9.78%
$850K - $929K
185K $12.9M
Nov 09, 2021 Q3 2021
Wharton Business Group, LLC

Malvern, PA
BUY
 -
15.1K
+ 295.87%
$778K - $850K
20.2K $1.41M
Nov 09, 2021 Q3 2021
Washington Trust CO

BUY
 -
9.33K
+ 1396.86%
$482K - $527K
10K $699K
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

BUY
 -
8.59K
New
$444K - $485K
8.59K $600K
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
7.37K
New
$381K - $416K
7.37K $515K
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
6.93K
+ 10.52%
$358K - $391K
72.8K $5.09M
Oct 20, 2021 Q3 2021
Tranquility Partners, LLC

BUY
 -
5.76K
New
$297K - $325K
5.76K $402K
Nov 15, 2021 Q3 2021
First Ascent Asset Management, LLC

BUY
 -
5.5K
+ 15.51%
$284K - $311K
41K $2.86M
Oct 27, 2021 Q3 2021
Selective Wealth Management, Inc.

BUY
 -
5.09K
New
$263K - $287K
5.09K $355K
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
4.66K
+ 12.97%
$241K - $263K
40.6K $2.84M
Nov 03, 2021 Q3 2021
Herold Advisors, Inc.

BUY
 -
4.5K
New
$232K - $254K
4.5K $314K
Oct 28, 2021 Q3 2021
Intrua Financial, LLC

Houston, TX
BUY
 -
4.4K
New
$227K - $249K
4.4K $308K
Nov 10, 2021 Q3 2021
Goldman Sachs Group Inc

New York, NY
BUY
 -
4.02K
New
$207K - $227K
4.02K $280K
Nov 12, 2021 Q3 2021
Tru Independence LLC

BUY
 -
3.74K
New
$193K - $211K
3.74K $261K
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
3.27K
+ 10.41%
$169K - $185K
34.7K $2.43M
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
2.98K
+ 1.64%
$154K - $168K
184K $12.9M
Oct 14, 2021 Q3 2021
First Citizens Financial Corp

BUY
 -
2.47K
+ 24.39%
$128K - $140K
12.6K $881K
Oct 12, 2021 Q3 2021
Signature Estate & Investment Advisors LLC

BUY
 -
2.3K
+ 10.65%
$119K - $130K
23.9K $1.67M
Oct 29, 2021 Q3 2021
Foster & Motley Inc

Cincinnati, OH
BUY
 -
1.38K
+ 5.73%
$71K - $77.6K
25.4K $1.77M
Nov 12, 2021 Q3 2021
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
1.31K
+ 9.29%
$67.6K - $74K
15.4K $1.08M
Nov 15, 2021 Q3 2021
Penserra Capital Management LLC

Orinda, CA
BUY
 -
1.06K
New
$54.7K - $59.9K
1.06K $74.1K
Nov 15, 2021 Q3 2021
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
965
+ 0.93%
$49.8K - $54.5K
105K $7.33M
Nov 01, 2021 Q3 2021
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
960
+ 8.2%
$49.6K - $54.2K
12.7K $884K
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
807
+ 2.2%
$41.7K - $45.6K
37.5K $2.62M
Nov 10, 2021 Q3 2021
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
691
+ 0.46%
$35.7K - $39K
152K $10.6M
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
614
+ 1.01%
$31.7K - $34.7K
61.3K $4.28M
Nov 15, 2021 Q3 2021
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
474
New
$24.5K - $26.8K
474 $33.1K
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
276
+ 10.47%
$14.3K - $15.6K
2.91K $203K
Oct 21, 2021 Q3 2021
Total Clarity Wealth Management, Inc.

BUY
 -
232
New
$12K - $13.1K
232 $16.2K
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
177
+ 2.93%
$9.14K - $10K
6.22K $434K
Nov 15, 2021 Q3 2021
Plancorp, LLC

BUY
 -
113
+ 2.1%
$5.84K - $6.38K
5.48K $383K
Nov 03, 2021 Q3 2021
Sepio Capital, LP

BUY
 -
55
+ 0.25%
$2.84K - $3.11K
21.8K $1.52M
Nov 05, 2021 Q3 2021
Lincoln National Corp

BUY
 -
3
+ 0.08%
$155 - $169
3.94K $275K

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