Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
690K+ 185.95% |
$47.1M - $52.2M
|
1.06M
$78M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
276KNew |
$18.8M - $20.8M
|
276K
$20.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
154K+ 308826.0% |
$10.5M - $11.7M
|
154K
$11.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
102KNew |
$6.96M - $7.7M
|
102K
$7.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.1K+ 58.51% |
$5.2M - $5.75M
|
206K
$15.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
62.5KNew |
$4.27M - $4.73M
|
62.5K
$4.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
55.7KNew |
$3.8M - $4.21M
|
55.7K
$4.09M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
44.4K+ 5.09% |
$3.03M - $3.35M
|
915K
$67.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42.4K+ 432.12% |
$2.9M - $3.21M
|
52.2K
$3.84M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
27.7K+ 52.09% |
$1.89M - $2.1M
|
81K
$5.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.9K+ 249.63% |
$1.02M - $1.12M
|
20.8K
$1.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9.56K+ 1.83% |
$652K - $722K
|
530K
$39M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
5.73K+ 59.97% |
$391K - $433K
|
15.3K
$1.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.28K+ 18.33% |
$360K - $399K
|
34.1K
$2.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.46K+ 100.0% |
$236K - $261K
|
6.91K
$508K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.94KNew |
$201K - $222K
|
2.94K
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.34K+ 21.55% |
$91.8K - $102K
|
7.58K
$557K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.15K+ 10.68% |
$78.4K - $86.8K
|
11.9K
$874K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.09K+ 3.26% |
$74.5K - $82.5K
|
34.6K
$2.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
616+ 5.83% |
$42.1K - $46.6K
|
11.2K
$822K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
483+ 2.25% |
$33K - $36.5K
|
21.9K
$1.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
432+ 0.58% |
$29.5K - $32.7K
|
74.5K
$5.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
144+ 4.83% |
$9.83K - $10.9K
|
3.13K
$230K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
120New |
$8.19K - $9.07K
|
120
$8.82K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
95+ 0.72% |
$6.49K - $7.18K
|
13.2K
$971K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
82+ 6.21% |
$5.6K - $6.2K
|
1.4K
$103K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
66+ 1.05% |
$4.51K - $4.99K
|
6.35K
$467K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
59+ 1.95% |
$4.03K - $4.46K
|
3.09K
$227K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
29+ 0.33% |
$1.98K - $2.19K
|
8.88K
$653K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 0.22% |
$1.37K - $1.51K
|
9.02K
$663K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.02% |
$68.3 - $75.6
|
5.04K
$370K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-15- 0.12% |
$1.02K - $1.13K
|
12.1K
$889K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-52- 33.12% |
$3.55K - $3.93K
|
105
$7.72K
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-192- 2.99% |
$13.1K - $14.5K
|
6.22K
$457K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-432- 10.02% |
$29.5K - $32.7K
|
3.88K
$285K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-491- 89.6% |
$33.5K - $37.1K
|
57
$4.19K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-774- 7.0% |
$52.8K - $58.5K
|
10.3K
$756K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-874- 0.34% |
$59.7K - $66.1K
|
260K
$19.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.19K- 4.81% |
$81.2K - $89.9K
|
23.5K
$1.73M
|
|
|
Oct 07, 2025
Q3 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.75K- 0.97% |
$120K - $133K
|
178K
$13.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.83K- 0.92% |
$125K - $138K
|
197K
$14.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.29K- 5.42% |
$156K - $173K
|
40K
$2.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-3.97K- 17.96% |
$271K - $300K
|
18.1K
$1.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-32.5K- 6.38% |
$2.22M - $2.46M
|
478K
$35.1M
|