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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
667KNew |
$45.5M - $50.4M
|
667K
$49M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.72KNew |
$186K - $206K
|
2.72K
$200K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
133+ 1.13% |
$9.08K - $10.1K
|
11.9K
$874K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
140+ 2.17% |
$9.56K - $10.6K
|
6.58K
$484K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
107+ 0.29% |
$7.3K - $8.09K
|
36.4K
$2.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
413+ 0.6% |
$28.2K - $31.2K
|
69.4K
$5.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
52+ 0.04% |
$3.55K - $3.93K
|
131K
$9.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
252+ 7.92% |
$17.2K - $19K
|
3.44K
$252K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
233New |
$15.9K - $17.6K
|
233
$17.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
181+ 0.89% |
$12.4K - $13.7K
|
20.6K
$1.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
6.31KNew |
$431K - $477K
|
6.31K
$464K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
897+ 3.38% |
$61.2K - $67.8K
|
27.5K
$2.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.01K+ 24.68% |
$68.7K - $76.1K
|
5.09K
$374K
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
8.75K+ 5.36% |
$597K - $661K
|
172K
$12.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.84K- 1.88% |
$194K - $215K
|
149K
$10.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
29New |
$1.98K - $2.19K
|
29
$2.13K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.46K+ 5.78% |
$99.7K - $110K
|
26.7K
$1.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
22+ 0.66% |
$1.5K - $1.66K
|
3.37K
$248K
|
|
|
Oct 27, 2025
Q3 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
3.56KNew |
$243K - $269K
|
3.56K
$262K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.29K- 5.42% |
$156K - $173K
|
40K
$2.94M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
616+ 5.83% |
$42.1K - $46.6K
|
11.2K
$822K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.9K+ 249.63% |
$1.02M - $1.12M
|
20.8K
$1.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-15- 0.12% |
$1.02K - $1.13K
|
12.1K
$889K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-774- 7.0% |
$52.8K - $58.5K
|
10.3K
$756K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
5.73K+ 59.97% |
$391K - $433K
|
15.3K
$1.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
690K+ 185.95% |
$47.1M - $52.2M
|
1.06M
$78M
|
|
|
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 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.1K+ 58.51% |
$5.2M - $5.75M
|
206K
$15.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
29+ 0.33% |
$1.98K - $2.19K
|
8.88K
$653K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
27.7K+ 52.09% |
$1.89M - $2.1M
|
81K
$5.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.34K+ 21.55% |
$91.8K - $102K
|
7.58K
$557K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
154K+ 308826.0% |
$10.5M - $11.7M
|
154K
$11.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
276KNew |
$18.8M - $20.8M
|
276K
$20.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-52- 33.12% |
$3.55K - $3.93K
|
105
$7.72K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
432+ 0.58% |
$29.5K - $32.7K
|
74.5K
$5.47M
|
|
|
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 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.46K+ 100.0% |
$236K - $261K
|
6.91K
$508K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.15K+ 10.68% |
$78.4K - $86.8K
|
11.9K
$874K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-874- 0.34% |
$59.7K - $66.1K
|
260K
$19.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
120New |
$8.19K - $9.07K
|
120
$8.82K
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-192- 2.99% |
$13.1K - $14.5K
|
6.22K
$457K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.28K+ 18.33% |
$360K - $399K
|
34.1K
$2.5M
|
|
|
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 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-32.5K- 6.38% |
$2.22M - $2.46M
|
478K
$35.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.02% |
$68.3 - $75.6
|
5.04K
$370K
|
|
|
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
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-491- 89.6% |
$33.5K - $37.1K
|
57
$4.19K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
95+ 0.72% |
$6.49K - $7.18K
|
13.2K
$971K
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
55.7KNew |
$3.8M - $4.21M
|
55.7K
$4.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
82+ 6.21% |
$5.6K - $6.2K
|
1.4K
$103K
|