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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.21K- 10.58% |
$125K - $141K
|
18.7K
$1.14M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
10.8KNew |
$610K - $686K
|
10.8K
$657K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
117+ 1.9% |
$6.61K - $7.44K
|
6.27K
$382K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16+ 0.27% |
$904 - $1.02K
|
5.85K
$356K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.7K+ 49.06% |
$1.11M - $1.25M
|
59.8K
$3.64M
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.93K- 0.85% |
$222K - $250K
|
456K
$27.8M
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
58.9KNew |
$3.32M - $3.74M
|
58.9K
$3.58M
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
229KNew |
$12.9M - $14.5M
|
229K
$13.9M
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
67New |
$3.78K - $4.26K
|
67
$4.08K
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
8.36KNew |
$472K - $532K
|
8.36K
$509K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1New |
$56.5 - $63.6
|
1
$60.9
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.96K+ 7.5% |
$167K - $188K
|
42.3K
$2.58M
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-118- 1.37% |
$6.66K - $7.5K
|
8.48K
$517K
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
82.2K+ 2.11% |
$4.64M - $5.22M
|
3.97M
$242M
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-13.8K- 49.01% |
$778K - $876K
|
14.3K
$873K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
184+ 0.69% |
$10.4K - $11.7K
|
27K
$1.64M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.96K- 26.92% |
$337K - $379K
|
16.2K
$986K
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.06K- 9.96% |
$59.6K - $67.1K
|
9.54K
$581K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-2.33K- 2.45% |
$132K - $148K
|
93K
$5.66M
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
465+ 2.3% |
$26.3K - $29.6K
|
20.6K
$1.26M
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-497- 5.37% |
$28.1K - $31.6K
|
8.76K
$533K
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-22.7K- 37.66% |
$1.28M - $1.44M
|
37.5K
$2.28M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.58K- 51.4% |
$259K - $291K
|
4.33K
$264K
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.44K- 12.25% |
$476K - $536K
|
60.4K
$3.68M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.51KNew |
$255K - $287K
|
4.51K
$275K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
280New |
$15.8K - $17.8K
|
280
$17.1K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
87+ 0.24% |
$4.91K - $5.53K
|
35.7K
$2.18M
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
628+ 1.0% |
$35.5K - $39.9K
|
63.1K
$3.84M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
191New |
$10.8K - $12.1K
|
191
$11.6K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.31K+ 11.25% |
$73.9K - $83.2K
|
12.9K
$787K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.76K+ 16.19% |
$99.3K - $112K
|
12.6K
$769K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-1.31K- 14.44% |
$73.7K - $83K
|
7.73K
$471K
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
4.33K+ 15.94% |
$245K - $275K
|
31.5K
$1.92M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
283+ 0.36% |
$16K - $18K
|
77.9K
$4.75M
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.45KNew |
$138K - $156K
|
2.45K
$149K
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4+ 0.22% |
$226 - $254
|
1.79K
$109K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
687New |
$38.8K - $43.7K
|
687
$41.8K
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
9.44KNew |
$533K - $600K
|
9.44K
$575K
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
766New |
$43.3K - $48.7K
|
766
$46.6K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.92K- 80.93% |
$278K - $313K
|
1.16K
$70.6K
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3.27KNew |
$185K - $208K
|
3.27K
$199K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.77K+ 2.3% |
$100K - $113K
|
78.7K
$4.8M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
583New |
$32.9K - $37.1K
|
583
$35.5K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
753New |
$42.5K - $47.9K
|
753
$45.9K
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.3K+ 24.58% |
$356K - $401K
|
31.9K
$1.95M
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.14K- 9.41% |
$516K - $581K
|
87.9K
$5.36M
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
5.07KNew |
$286K - $322K
|
5.07K
$309K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.28% |
$56.5 - $63.6
|
359
$21.9K
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
7.19KNew |
$406K - $457K
|
7.19K
$438K
|