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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.96K- 9.12% |
$117K - $130K
|
19.5K
$1.32M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
122KNew |
$7.31M - $8.09M
|
122K
$8.24M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
162KNew |
$9.75M - $10.8M
|
162K
$11M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
9.01K+ 2.34% |
$541K - $600K
|
395K
$26.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.7K+ 34.0% |
$1.49M - $1.65M
|
97.4K
$6.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.2K+ 19.89% |
$2.59M - $2.87M
|
260K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.98K+ 60.63% |
$359K - $398K
|
15.8K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
372+ 0.24% |
$22.4K - $24.8K
|
156K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.23K+ 3.57% |
$134K - $149K
|
64.6K
$4.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
56+ 0.37% |
$3.37K - $3.73K
|
15.4K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
55New |
$3.31K - $3.66K
|
55
$3.73K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.3K+ 85.98% |
$258K - $286K
|
9.3K
$630K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40+ 22.99% |
$2.4K - $2.66K
|
214
$14.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-88.9K- 2.35% |
$5.34M - $5.92M
|
3.69M
$250M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.7K+ 61.18% |
$1.3M - $1.44M
|
57K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
312K+ 101.41% |
$18.8M - $20.8M
|
620K
$42M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.4K+ 135.28% |
$682K - $756K
|
19.7K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.29K+ 27.17% |
$77.8K - $86.1K
|
6.06K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
145KNew |
$8.73M - $9.67M
|
145K
$9.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.01K+ 56.19% |
$542K - $600K
|
25.1K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.02K- 26.32% |
$121K - $134K
|
5.65K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
13.7K+ 1.77% |
$822K - $910K
|
787K
$53.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
954+ 11.0% |
$57.3K - $63.5K
|
9.63K
$652K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.78K+ 3.88% |
$468K - $518K
|
209K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.58K+ 28.7% |
$335K - $372K
|
25K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
119K+ 8.73% |
$7.16M - $7.93M
|
1.48M
$101M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-624- 6.71% |
$37.5K - $41.5K
|
8.67K
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.6K+ 5.73% |
$156K - $173K
|
47.9K
$3.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-48- 8.23% |
$2.88K - $3.2K
|
535
$36.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.61K+ 22.58% |
$157K - $174K
|
14.2K
$960K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 62.11% |
$156K - $173K
|
6.77K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-371- 8.75% |
$22.3K - $24.7K
|
3.87K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
10.3K+ 97.67% |
$619K - $685K
|
20.8K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.8K- 6.45% |
$1.13M - $1.25M
|
274K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-302- 0.8% |
$18.2K - $20.1K
|
37.6K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
109KNew |
$6.53M - $7.24M
|
109K
$7.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-100- 66.67% |
$6.01K - $6.66K
|
50
$3.39K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.3K+ 22.59% |
$1.94M - $2.15M
|
175K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.16KNew |
$190K - $210K
|
3.16K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
211+ 3.3% |
$12.7K - $14K
|
6.6K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.85K+ 132.47% |
$111K - $123K
|
3.25K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-403- 1.27% |
$24.2K - $26.8K
|
31.3K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.24KNew |
$194K - $215K
|
3.24K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
314+ 0.37% |
$18.9K - $20.9K
|
84.4K
$5.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 2.45% |
$672K - $744K
|
467K
$31.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
1.51K+ 21.51% |
$90.5K - $100K
|
8.5K
$576K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-417- 0.5% |
$25.1K - $27.8K
|
82.5K
$5.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
127K+ 104.69% |
$7.62M - $8.44M
|
248K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-50- 1.48% |
$3.01K - $3.33K
|
3.33K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
141+ 3.93% |
$8.47K - $9.39K
|
3.73K
$252K
|