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 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
39+ 1.15% |
$2.12K - $2.65K
|
3.44K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
49.7K+ 11.28% |
$2.7M - $3.38M
|
491K
$34M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.29% |
$109 - $136
|
700
$48.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.53K- 33.26% |
$137K - $172K
|
5.08K
$352K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 325.12% |
$632K - $791K
|
15.2K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
53.4K+ 29.27% |
$2.9M - $3.63M
|
236K
$16.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
35.7K+ 8.93% |
$1.94M - $2.43M
|
436K
$30.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
250New |
$13.6K - $17K
|
250
$17.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8+ 0.19% |
$434 - $544
|
4.16K
$288K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
748New |
$40.6K - $50.8K
|
748
$51.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-145- 0.71% |
$7.87K - $9.85K
|
20.2K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
426New |
$23.1K - $28.9K
|
426
$29.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25.3K+ 11494.55% |
$1.37M - $1.72M
|
25.5K
$1.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-28- 0.39% |
$1.52K - $1.9K
|
7.1K
$491K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
807+ 0.84% |
$43.8K - $54.8K
|
97.3K
$6.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-52- 1.03% |
$2.82K - $3.53K
|
5K
$346K
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
1.86K+ 3.23% |
$101K - $126K
|
59.3K
$4.1M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.9K- 16.35% |
$753K - $942K
|
71K
$4.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
17.5KNew |
$948K - $1.19M
|
17.5K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
8.9K+ 100.19% |
$483K - $604K
|
17.8K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-128- 1.22% |
$6.95K - $8.7K
|
10.4K
$718K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.71K- 2.62% |
$364K - $456K
|
250K
$17.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83.2K+ 35.67% |
$4.52M - $5.66M
|
317K
$21.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.97KNew |
$378K - $473K
|
6.97K
$482K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.32K+ 3.88% |
$71.5K - $89.5K
|
35.3K
$2.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
10.6KNew |
$574K - $718K
|
10.6K
$732K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.56K- 10.57% |
$84.6K - $106K
|
13.2K
$912K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.36KNew |
$128K - $160K
|
2.36K
$163K
|
|
|
Aug 07, 2025
Q2 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
4.13K+ 1.46% |
$224K - $280K
|
286K
$19.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5+ 0.08% |
$271 - $340
|
6.67K
$461K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
942+ 8.44% |
$51.1K - $64K
|
12.1K
$838K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
26.9K+ 125.14% |
$1.46M - $1.83M
|
48.4K
$3.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
755+ 100.27% |
$41K - $51.3K
|
1.51K
$104K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.67K+ 2.56% |
$90.7K - $114K
|
66.9K
$4.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-79- 9.67% |
$4.29K - $5.37K
|
738
$51.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.76K- 2.26% |
$95.4K - $119K
|
76K
$5.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.25K+ 11.41% |
$67.7K - $84.8K
|
12.2K
$843K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.6K+ 36.3% |
$1.88M - $2.35M
|
130K
$9M
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.16K+ 2.64% |
$117K - $147K
|
84K
$5.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-9.31K- 68.34% |
$505K - $632K
|
4.31K
$298K
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
7.08K+ 2.79% |
$384K - $481K
|
261K
$18M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
16+ 7.24% |
$868 - $1.09K
|
237
$16.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
103+ 0.28% |
$5.59K - $7K
|
36.3K
$2.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.98K+ 20.26% |
$108K - $135K
|
11.8K
$814K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
34+ 23.94% |
$1.85K - $2.31K
|
176
$12.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
201New |
$10.9K - $13.7K
|
201
$13.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
372+ 5.99% |
$20.2K - $25.3K
|
6.59K
$456K
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-14.1K- 53.73% |
$764K - $956K
|
12.1K
$839K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
275New |
$14.9K - $18.7K
|
275
$19K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
650+ 1120.69% |
$35.3K - $44.2K
|
708
$49K
|