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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-28- 13.15% |
$1.71K - $2K
|
185
$12.2K
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
56.3K+ 4912.74% |
$3.43M - $4.02M
|
57.4K
$3.78M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
32.5K+ 0.91% |
$1.98M - $2.32M
|
3.61M
$237M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.66K+ 18.54% |
$223K - $261K
|
23.4K
$1.54M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
152K+ 85.45% |
$9.29M - $10.9M
|
331K
$21.8M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
168New |
$10.2K - $12K
|
168
$11.1K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
2.13K+ 57.29% |
$129K - $152K
|
5.84K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-719- 1.79% |
$43.8K - $51.3K
|
39.5K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
46.9K+ 20.13% |
$2.86M - $3.35M
|
280K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
54.4KNew |
$3.32M - $3.89M
|
54.4K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-43.1K- 22.01% |
$2.62M - $3.08M
|
153K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.77K+ 87.32% |
$291K - $341K
|
10.2K
$674K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
40+ 0.26% |
$2.44K - $2.86K
|
15.4K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-4.22K- 1.04% |
$257K - $301K
|
403K
$26.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.2K+ 150.9% |
$2.51M - $2.94M
|
68.4K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.71K- 35.13% |
$165K - $194K
|
5.01K
$329K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.83K+ 20.39% |
$172K - $202K
|
16.7K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.62K- 11.02% |
$221K - $259K
|
29.2K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-9.06K- 4.46% |
$552K - $647K
|
194K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-64.7K- 23.71% |
$3.94M - $4.62M
|
208K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.52K+ 27.9% |
$92.8K - $109K
|
6.98K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
6.1K+ 63.88% |
$371K - $435K
|
15.6K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.23KNew |
$197K - $231K
|
3.23K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-14.9K- 80.73% |
$909K - $1.07M
|
3.56K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33.4K+ 110.47% |
$2.03M - $2.38M
|
63.6K
$4.19M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.81K- 35.76% |
$171K - $201K
|
5.05K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
394K+ 52.34% |
$24M - $28.1M
|
1.15M
$75.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12K+ 55.48% |
$730K - $856K
|
33.6K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.49K+ 332.09% |
$395K - $463K
|
8.44K
$556K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.16K+ 98.23% |
$70.9K - $83.1K
|
2.35K
$155K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.37K+ 5.43% |
$327K - $384K
|
104K
$6.86M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
119K+ 769.05% |
$7.25M - $8.49M
|
134K
$8.85M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
6.9K+ 6.07% |
$420K - $492K
|
121K
$7.93M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
10.9KNew |
$663K - $777K
|
10.9K
$716K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
291+ 5.78% |
$17.7K - $20.8K
|
5.33K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.73K- 3.34% |
$106K - $124K
|
50.2K
$3.3M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
684+ 25.17% |
$41.7K - $48.8K
|
3.4K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
16.9K+ 18.96% |
$1.03M - $1.21M
|
106K
$6.99M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
255K+ 15.7% |
$15.5M - $18.2M
|
1.88M
$124M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.51KNew |
$335K - $393K
|
5.51K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.05K- 5.55% |
$64K - $75K
|
17.9K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
99+ 0.15% |
$6.03K - $7.07K
|
66.6K
$4.38M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
47+ 0.06% |
$2.86K - $3.36K
|
84.8K
$5.58M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.4K+ 22.57% |
$756K - $886K
|
67.4K
$4.43M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.25K- 23.12% |
$76K - $89.1K
|
4.15K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
33.3K+ 20.79% |
$2.03M - $2.38M
|
194K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3.46K+ 4.41% |
$211K - $247K
|
81.9K
$5.39M
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
192KNew |
$11.7M - $13.7M
|
192K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-3.98K- 4.87% |
$242K - $284K
|
77.8K
$5.12M
|