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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
117New |
$7.99K - $8.84K
|
117
$8.64K
|
|
|
Nov 07, 2025
Q3 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
767+ 0.9% |
$52.4K - $58K
|
86.3K
$6.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
289+ 1.12% |
$19.7K - $21.8K
|
26K
$1.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-46.1K- 26.61% |
$3.15M - $3.48M
|
127K
$9.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-492- 0.65% |
$33.6K - $37.2K
|
75.5K
$5.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.14% |
$68.3 - $75.6
|
701
$51.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-1.88K- 0.66% |
$128K - $142K
|
285K
$21M
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
768+ 6.35% |
$52.4K - $58K
|
12.9K
$950K
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.18K+ 1.9% |
$80.4K - $89K
|
63.3K
$4.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.6K- 3.1% |
$314K - $348K
|
144K
$10.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-262- 1.3% |
$17.9K - $19.8K
|
19.9K
$1.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
10+ 10.53% |
$683 - $756
|
105
$7.75K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-295- 95.78% |
$20.1K - $22.3K
|
13
$960
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.57K+ 103.98% |
$107K - $119K
|
3.08K
$227K
|
|
|
Nov 06, 2025
Q3 2025
|
Weil Company, Inc.
|
BUY
|
- |
9.4K+ 19.42% |
$642K - $711K
|
57.8K
$4.27M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
490K+ 3218.42% |
$33.4M - $37M
|
505K
$37.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.39K- 26.57% |
$94.6K - $105K
|
3.83K
$283K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-177- 1.45% |
$12.1K - $13.4K
|
12K
$887K
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
848+ 1.01% |
$57.9K - $64.1K
|
84.9K
$6.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-221- 4.42% |
$15.1K - $16.7K
|
4.78K
$353K
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.46KNew |
$236K - $261K
|
3.46K
$255K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.31K- 17.77% |
$89.7K - $99.3K
|
6.08K
$449K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
15.9KNew |
$1.08M - $1.2M
|
15.9K
$1.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-862- 0.43% |
$58.8K - $65.1K
|
201K
$14.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7.63K+ 1.75% |
$521K - $577K
|
443K
$32.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.33K+ 6.27% |
$159K - $176K
|
39.5K
$2.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-96.7K- 61.51% |
$6.6M - $7.31M
|
60.5K
$4.47M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-100- 0.54% |
$6.83K - $7.56K
|
18.5K
$1.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
20.3K+ 84.36% |
$1.39M - $1.54M
|
44.5K
$3.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
86.4K+ 498.59% |
$5.9M - $6.53M
|
104K
$7.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.88K+ 1636.29% |
$265K - $293K
|
4.12K
$304K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.77K- 3.11% |
$531K - $588K
|
242K
$17.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-416- 33.79% |
$28.4K - $31.4K
|
815
$60.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
667KNew |
$45.5M - $50.4M
|
667K
$49.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.72KNew |
$186K - $206K
|
2.72K
$201K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
140+ 2.17% |
$9.56K - $10.6K
|
6.58K
$486K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
133+ 1.13% |
$9.08K - $10.1K
|
11.9K
$878K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
107+ 0.29% |
$7.3K - $8.09K
|
36.4K
$2.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
413+ 0.6% |
$28.2K - $31.2K
|
69.4K
$5.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
52+ 0.04% |
$3.55K - $3.93K
|
131K
$9.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
897+ 3.38% |
$61.2K - $67.8K
|
27.5K
$2.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
252+ 7.92% |
$17.2K - $19K
|
3.44K
$254K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
6.31KNew |
$431K - $477K
|
6.31K
$466K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
181+ 0.89% |
$12.4K - $13.7K
|
20.6K
$1.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
233New |
$15.9K - $17.6K
|
233
$17.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.01K+ 24.68% |
$68.7K - $76.1K
|
5.09K
$376K
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
8.75K+ 5.36% |
$597K - $661K
|
172K
$12.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.84K- 1.88% |
$194K - $215K
|
149K
$11M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
29New |
$1.98K - $2.19K
|
29
$2.14K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.46K+ 5.78% |
$99.7K - $110K
|
26.7K
$1.97M
|