Latest Institutional Transactions on Ishares Msci Usa Small Cap Mul (SMLF)
This table provides information on the latest institutional transactions involving Ishares Msci Usa Small Cap Mul (SMLF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
221New |
$13.5K - $15.8K
|
221
$13.5K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
11.5K+ 10.1% |
$701K - $821K
|
125K
$7.66M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-434- 5.39% |
$26.4K - $31K
|
7.61K
$465K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-142- 10.34% |
$8.65K - $10.1K
|
1.23K
$75.1K
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-113K- 81.2% |
$6.89M - $8.08M
|
26.2K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.7K+ 18.08% |
$2.18M - $2.55M
|
233K
$14.2M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-343- 1.66% |
$20.9K - $24.5K
|
20.4K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.88KNew |
$297K - $349K
|
4.88K
$298K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
24New |
$1.46K - $1.71K
|
24
$1.46K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.46K- 3.93% |
$454K - $533K
|
183K
$11.1M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
90New |
$5.48K - $6.43K
|
90
$5.49K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.39K+ 12.35% |
$146K - $171K
|
21.8K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.35K- 4.55% |
$82.4K - $96.5K
|
28.4K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.38K+ 64.57% |
$267K - $313K
|
11.2K
$681K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-518- 3.4% |
$31.6K - $37K
|
14.7K
$899K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.23% |
$60.9 - $71.4
|
440
$26.9K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
88New |
$5.36K - $6.28K
|
88
$5.37K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-4.56K- 7.19% |
$278K - $325K
|
58.9K
$3.59M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-850- 3.61% |
$51.8K - $60.7K
|
22.7K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.22KNew |
$379K - $444K
|
6.22K
$379K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-200- 3.73% |
$12.2K - $14.3K
|
5.16K
$315K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-954- 1.66% |
$58.1K - $68.1K
|
56.5K
$3.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
28.3K+ 7.63% |
$1.73M - $2.02M
|
400K
$24.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
65.2KNew |
$3.97M - $4.66M
|
65.2K
$3.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-71- 8.0% |
$4.32K - $5.07K
|
817
$49.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.51K- 8.48% |
$336K - $394K
|
59.5K
$3.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.16K- 1.52% |
$70.8K - $83K
|
75.5K
$4.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
14.9K+ 225.49% |
$907K - $1.06M
|
21.5K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
75.8K+ 110.84% |
$4.62M - $5.41M
|
144K
$8.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.27K+ 9.71% |
$77.4K - $90.7K
|
14.4K
$877K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
566New |
$34.5K - $40.4K
|
566
$34.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-384- 2.24% |
$23.4K - $27.4K
|
16.8K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.1K- 14.62% |
$1.59M - $1.86M
|
152K
$9.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-296- 4.25% |
$18K - $21.1K
|
6.66K
$407K
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-275K- 98.39% |
$16.7M - $19.6M
|
4.49K
$274K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.24K+ 12.89% |
$380K - $445K
|
54.6K
$3.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
531+ 80.95% |
$32.3K - $37.9K
|
1.19K
$72.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
50New |
$3.05K - $3.57K
|
50
$3.05K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.83K+ 39.54% |
$111K - $131K
|
6.46K
$394K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-212- 5.13% |
$12.9K - $15.1K
|
3.92K
$239K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
3.99K+ 1.6% |
$243K - $285K
|
254K
$15.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.42KNew |
$86.4K - $101K
|
1.42K
$86.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5- 8.93% |
$305 - $357
|
51
$3.11K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.16KNew |
$375K - $440K
|
6.16K
$376K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
454New |
$27.7K - $32.4K
|
454
$27.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.37K+ 27.23% |
$327K - $383K
|
25.1K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2+ 0.06% |
$122 - $143
|
3.57K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-17- 0.19% |
$1.04K - $1.21K
|
8.88K
$542K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.99K+ 21.61% |
$121K - $142K
|
11.2K
$682K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.32K+ 0.48% |
$80.5K - $94.3K
|
279K
$17M
|