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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 0.22% |
$1.37K - $1.51K
|
9.02K
$663K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.02% |
$68.3 - $75.6
|
5.04K
$370K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
95+ 0.72% |
$6.49K - $7.18K
|
13.2K
$971K
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
55.7KNew |
$3.8M - $4.21M
|
55.7K
$4.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
82+ 6.21% |
$5.6K - $6.2K
|
1.4K
$103K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-432- 10.02% |
$29.5K - $32.7K
|
3.88K
$285K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.94KNew |
$201K - $222K
|
2.94K
$216K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9.56K+ 1.83% |
$652K - $722K
|
530K
$39M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-3.97K- 17.96% |
$271K - $300K
|
18.1K
$1.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42.4K+ 432.12% |
$2.9M - $3.21M
|
52.2K
$3.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.83K- 0.92% |
$125K - $138K
|
197K
$14.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
483+ 2.25% |
$33K - $36.5K
|
21.9K
$1.61M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
144+ 4.83% |
$9.83K - $10.9K
|
3.13K
$230K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
62.5KNew |
$4.27M - $4.73M
|
62.5K
$4.59M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
59+ 1.95% |
$4.03K - $4.46K
|
3.09K
$227K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
102KNew |
$6.96M - $7.7M
|
102K
$7.49M
|
|
|
Oct 07, 2025
Q3 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.75K- 0.97% |
$120K - $133K
|
178K
$13.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
44.4K+ 5.09% |
$3.03M - $3.35M
|
915K
$67.3M
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.4K+ 52.28% |
$3.01M - $3.77M
|
161K
$11.9M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.05K+ 10.22% |
$56.8K - $71.1K
|
11.3K
$829K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.07K- 17.9% |
$384K - $480K
|
32.4K
$2.38M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.23K+ 8.44% |
$230K - $288K
|
54.4K
$4M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-12- 2.11% |
$651 - $815
|
557
$40.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-4.33K- 1.07% |
$235K - $294K
|
399K
$29.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
183K+ 65.43% |
$9.95M - $12.5M
|
463K
$34M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
7.57K+ 3.9% |
$411K - $514K
|
202K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
76New |
$4.13K - $5.16K
|
76
$5.58K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
421K+ 36.71% |
$22.9M - $28.6M
|
1.57M
$115M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.7K- 8.34% |
$691K - $866K
|
140K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
195K+ 10.35% |
$10.6M - $13.2M
|
2.08M
$152M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10.3K+ 18.93% |
$560K - $700K
|
64.8K
$4.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.1K+ 25.04% |
$1.42M - $1.77M
|
130K
$9.58M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.44K- 8.61% |
$78.1K - $97.8K
|
15.3K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
392+ 6.72% |
$21.3K - $26.6K
|
6.23K
$458K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.56K+ 0.8% |
$84.5K - $106K
|
195K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.5K- 6.95% |
$785K - $982K
|
194K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.16KNew |
$172K - $215K
|
3.16K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.71KNew |
$92.7K - $116K
|
1.71K
$125K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.3KNew |
$1.97M - $2.47M
|
36.3K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.33K+ 81.32% |
$235K - $294K
|
9.66K
$710K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.81K+ 23.23% |
$424K - $530K
|
41.4K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
126K+ 186.84% |
$6.83M - $8.55M
|
193K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.44KNew |
$458K - $574K
|
8.44K
$620K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.69K+ 24.69% |
$146K - $183K
|
13.6K
$997K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 9.8% |
$271 - $340
|
56
$4.11K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
55.4K+ 506.39% |
$3.01M - $3.77M
|
66.4K
$4.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-64.3K- 94.02% |
$3.49M - $4.37M
|
4.1K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.87K+ 37.39% |
$102K - $127K
|
6.88K
$505K
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.95K+ 10.92% |
$106K - $133K
|
19.8K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-105K- 78.26% |
$5.71M - $7.15M
|
29.2K
$2.15M
|
|