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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.23K+ 8.44% |
$230K - $288K
|
54.4K
$3.76M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.07K- 17.9% |
$384K - $480K
|
32.4K
$2.24M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-12- 2.11% |
$651 - $815
|
557
$38.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
76New |
$4.13K - $5.16K
|
76
$5.26K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
157New |
$8.52K - $10.7K
|
157
$10.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
183K+ 65.43% |
$9.95M - $12.5M
|
463K
$32.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
7.57K+ 3.9% |
$411K - $514K
|
202K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.3KNew |
$1.97M - $2.47M
|
36.3K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
421K+ 36.71% |
$22.9M - $28.6M
|
1.57M
$109M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
195K+ 10.35% |
$10.6M - $13.2M
|
2.08M
$144M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10.3K+ 18.93% |
$560K - $700K
|
64.8K
$4.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.1K+ 25.04% |
$1.42M - $1.77M
|
130K
$9.03M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.44K- 8.61% |
$78.1K - $97.8K
|
15.3K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
392+ 6.72% |
$21.3K - $26.6K
|
6.23K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.56K+ 0.8% |
$84.5K - $106K
|
195K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.5K- 6.95% |
$785K - $982K
|
194K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.16KNew |
$172K - $215K
|
3.16K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.7K- 8.34% |
$691K - $866K
|
140K
$9.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.33K+ 81.32% |
$235K - $294K
|
9.66K
$668K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.81K+ 23.23% |
$424K - $530K
|
41.4K
$2.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
126K+ 186.84% |
$6.83M - $8.55M
|
193K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.44KNew |
$458K - $574K
|
8.44K
$584K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.69K+ 24.69% |
$146K - $183K
|
13.6K
$939K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 9.8% |
$271 - $340
|
56
$3.88K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-105K- 78.26% |
$5.71M - $7.15M
|
29.2K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.95K+ 10.92% |
$106K - $133K
|
19.8K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.87K+ 37.39% |
$102K - $127K
|
6.88K
$476K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-64.3K- 94.02% |
$3.49M - $4.37M
|
4.1K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
55.4K+ 506.39% |
$3.01M - $3.77M
|
66.4K
$4.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.71KNew |
$92.7K - $116K
|
1.71K
$118K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.45K- 1.93% |
$78.9K - $98.8K
|
74K
$5.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.51K+ 53.37% |
$245K - $306K
|
12.9K
$896K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-100- 10.53% |
$5.43K - $6.8K
|
850
$58.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-75- 2.25% |
$4.07K - $5.1K
|
3.26K
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
85K+ 133.65% |
$4.61M - $5.78M
|
149K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.6K- 12.07% |
$790K - $989K
|
106K
$7.34M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
329KNew |
$17.8M - $22.3M
|
329K
$22.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.36K+ 2.79% |
$182K - $228K
|
124K
$8.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.02K+ 85.78% |
$109K - $137K
|
4.36K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.93K+ 4.73% |
$322K - $403K
|
131K
$9.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.8KNew |
$206K - $258K
|
3.8K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.73K+ 9.24% |
$93.7K - $117K
|
20.4K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.89K+ 10.43% |
$428K - $536K
|
83.6K
$5.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.8KNew |
$584K - $730K
|
10.8K
$744K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.98K+ 1.74% |
$433K - $542K
|
466K
$32.3M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.11K- 14.3% |
$169K - $211K
|
18.6K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.31K+ 6.48% |
$234K - $293K
|
70.9K
$4.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
19.3K+ 31.44% |
$1.05M - $1.31M
|
80.8K
$5.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
333K+ 52.78% |
$18.1M - $22.6M
|
964K
$66.7M
|