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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
93.4K+ 1557.66% |
$5.27M - $5.94M
|
99.4K
$6.04M
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
379KNew |
$21.4M - $24.1M
|
379K
$23M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.28K- 9.59% |
$185K - $208K
|
30.9K
$1.88M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.99K+ 12.88% |
$395K - $444K
|
61.2K
$3.72M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
136+ 1.6% |
$7.68K - $8.65K
|
8.62K
$524K
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-572- 1.46% |
$32.3K - $36.4K
|
38.6K
$2.35M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
129K+ 122.05% |
$7.31M - $8.23M
|
235K
$14.3M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-44.8K- 12.59% |
$2.53M - $2.85M
|
311K
$18.9M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-883- 21.35% |
$49.9K - $56.1K
|
3.25K
$198K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-388- 8.31% |
$21.9K - $24.7K
|
4.28K
$260K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.04K+ 0.94% |
$228K - $257K
|
435K
$26.5M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.1K- 46.52% |
$908K - $1.02M
|
18.5K
$1.12M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-171- 2.93% |
$9.66K - $10.9K
|
5.66K
$344K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.06KNew |
$229K - $258K
|
4.06K
$247K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.92K+ 4.77% |
$391K - $440K
|
152K
$9.25M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54K- 91.53% |
$3.05M - $3.44M
|
5K
$304K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.22K- 3.14% |
$182K - $205K
|
99.4K
$6.04M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1K+ 1.22% |
$56.7K - $63.8K
|
83.3K
$5.07M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.07K+ 25.94% |
$60.2K - $67.8K
|
5.18K
$315K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.4K- 10.77% |
$586K - $660K
|
85.9K
$5.23M
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.2% |
$56.5 - $63.6
|
490
$29.8K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-567- 81.0% |
$32K - $36K
|
133
$8.09K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.5K+ 22.86% |
$707K - $796K
|
67.3K
$4.09M
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
82+ 0.03% |
$4.63K - $5.21K
|
263K
$16M
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.16KNew |
$178K - $201K
|
3.16K
$192K
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
67+ 0.35% |
$3.78K - $4.26K
|
19.3K
$1.17M
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
854+ 15.59% |
$48.2K - $54.3K
|
6.33K
$385K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.7K+ 21.83% |
$773K - $871K
|
76.4K
$4.65M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.73K+ 65.73% |
$380K - $428K
|
17K
$1.03M
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-8.1K- 44.51% |
$457K - $515K
|
10.1K
$614K
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
161+ 2.6% |
$9.09K - $10.2K
|
6.36K
$387K
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-25- 0.08% |
$1.41K - $1.59K
|
30.1K
$1.83M
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.35K+ 5.82% |
$133K - $150K
|
42.8K
$2.6M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.73K- 4.57% |
$437K - $492K
|
161K
$9.81M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
268+ 7.22% |
$15.1K - $17K
|
3.98K
$242K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
481+ 34.31% |
$27.2K - $30.6K
|
1.88K
$114K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
33+ 0.08% |
$1.86K - $2.1K
|
43.3K
$2.63M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-123- 2.25% |
$6.95K - $7.82K
|
5.35K
$325K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-800- 32.99% |
$45.2K - $50.9K
|
1.63K
$98.8K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.34KNew |
$245K - $276K
|
4.34K
$264K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.7K- 2.27% |
$322K - $362K
|
245K
$14.9M
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.95KNew |
$110K - $124K
|
1.95K
$119K
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-27.8K- 31.29% |
$1.57M - $1.76M
|
61K
$3.71M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.21K+ 1.25% |
$351K - $395K
|
504K
$30.7M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
127K+ 11.28% |
$7.16M - $8.06M
|
1.25M
$76M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
812New |
$45.9K - $51.6K
|
812
$49.4K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4K- 17.78% |
$226K - $254K
|
18.5K
$1.12M
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
16.7K+ 3.38% |
$941K - $1.06M
|
510K
$31M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
125K+ 185.51% |
$7.03M - $7.92M
|
192K
$11.7M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.9K+ 67.93% |
$786K - $885K
|
34.4K
$2.09M
|