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 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.41% |
$117 - $127
|
492
$32.5K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43.7K+ 43.97% |
$2.57M - $2.78M
|
143K
$9.45M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
769+ 7.12% |
$45.1K - $48.9K
|
11.6K
$764K
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-688- 1.78% |
$40.4K - $43.8K
|
38K
$2.51M
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-3.95K- 20.51% |
$232K - $251K
|
15.3K
$1.01M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-147- 0.91% |
$8.63K - $9.35K
|
16K
$1.06M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
802+ 2.6% |
$47.1K - $51K
|
31.7K
$2.09M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.69K+ 90.53% |
$275K - $298K
|
9.86K
$651K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-218K- 50.11% |
$12.8M - $13.9M
|
217K
$14.3M
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-888- 8.79% |
$52.1K - $56.5K
|
9.21K
$608K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48.6K+ 31.95% |
$2.85M - $3.09M
|
201K
$13.3M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
72.4K+ 30.76% |
$4.25M - $4.61M
|
308K
$20.3M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
790+ 41.95% |
$46.4K - $50.2K
|
2.67K
$177K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-39- 0.91% |
$2.29K - $2.48K
|
4.24K
$280K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.17K- 49.95% |
$127K - $138K
|
2.17K
$144K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
150New |
$8.81K - $9.54K
|
150
$9.91K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-625- 38.46% |
$36.7K - $39.8K
|
1K
$66.1K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
724+ 0.87% |
$42.5K - $46K
|
84.1K
$5.55M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.44K+ 8.08% |
$319K - $346K
|
72.7K
$4.8M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35.4KNew |
$2.08M - $2.25M
|
35.4K
$2.34M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.39KNew |
$493K - $534K
|
8.39K
$554K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.76KNew |
$280K - $303K
|
4.76K
$315K
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6.71K+ 1.77% |
$394K - $426K
|
386K
$25.5M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-43.6K- 73.02% |
$2.56M - $2.78M
|
16.1K
$1.06M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
41+ 30.83% |
$2.41K - $2.61K
|
174
$11.5K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.58K- 19.33% |
$210K - $227K
|
14.9K
$986K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2K+ 35.33% |
$117K - $127K
|
7.66K
$506K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15K- 43.48% |
$878K - $951K
|
19.4K
$1.28M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
79New |
$4.64K - $5.02K
|
79
$5.22K
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
137KNew |
$8.07M - $8.74M
|
137K
$9.07M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3K- 3.49% |
$176K - $191K
|
82.9K
$5.48M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
925+ 28.44% |
$54.3K - $58.8K
|
4.18K
$276K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.79K- 0.95% |
$281K - $305K
|
499K
$33M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.46K- 3.38% |
$321K - $347K
|
156K
$10.3M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
114K+ 9.13% |
$6.71M - $7.27M
|
1.36M
$90.2M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.1K- 6.13% |
$1.12M - $1.21M
|
292K
$19.3M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
540+ 9.24% |
$31.7K - $34.3K
|
6.39K
$422K
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-15- 0.05% |
$881 - $954
|
30K
$1.98M
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.22K+ 2.84% |
$71.5K - $77.4K
|
44K
$2.91M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.5K+ 17.99% |
$1.08M - $1.17M
|
121K
$8M
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
95+ 5.3% |
$5.58K - $6.04K
|
1.89K
$125K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.2K+ 241.9% |
$890K - $964K
|
21.4K
$1.42M
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-198K- 4.97% |
$11.6M - $12.6M
|
3.78M
$249M
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-553- 28.34% |
$32.5K - $35.2K
|
1.4K
$92.3K
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
665+ 10.5% |
$39K - $42.3K
|
7K
$462K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.44KNew |
$437K - $473K
|
7.44K
$491K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.16K+ 1.9% |
$68.3K - $74K
|
62.4K
$4.12M
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
17+ 0.27% |
$998 - $1.08K
|
6.38K
$421K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-8.04K- 9.14% |
$472K - $511K
|
79.9K
$5.28M
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
117+ 0.57% |
$6.87K - $7.44K
|
20.8K
$1.37M
|