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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2+ 0.06% |
$122 - $143
|
3.57K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-17- 0.19% |
$1.04K - $1.21K
|
8.88K
$542K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.99K+ 21.61% |
$121K - $142K
|
11.2K
$682K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.32K+ 0.48% |
$80.5K - $94.3K
|
279K
$17M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-598- 79.1% |
$36.4K - $42.7K
|
158
$9.64K
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-103- 1.45% |
$6.27K - $7.35K
|
7K
$427K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-762- 16.98% |
$46.4K - $54.4K
|
3.73K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-176- 0.23% |
$10.7K - $12.6K
|
75.1K
$4.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
31.3K+ 9.36% |
$1.91M - $2.23M
|
366K
$22.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
5.57K+ 69.24% |
$339K - $398K
|
13.6K
$831K
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
3.37K+ 1.21% |
$205K - $241K
|
282K
$17.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
761+ 2.13% |
$46.4K - $54.3K
|
36.4K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-7.44K- 19.13% |
$453K - $531K
|
31.4K
$1.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
37.9K+ 27.11% |
$2.31M - $2.71M
|
178K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.43K- 11.97% |
$87K - $102K
|
10.5K
$641K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
36.6K+ 4.57% |
$2.23M - $2.61M
|
837K
$51.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.5K+ 20.52% |
$213K - $250K
|
20.5K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-3.84K- 5.42% |
$234K - $274K
|
67K
$4.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.27K- 21.83% |
$138K - $162K
|
8.13K
$496K
|
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
10.3K+ 2.91% |
$625K - $733K
|
363K
$22.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
12+ 0.28% |
$731 - $857
|
4.34K
$265K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.4K+ 130.03% |
$938K - $1.1M
|
27.2K
$1.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
305+ 3.42% |
$18.6K - $21.8K
|
9.23K
$563K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
58New |
$3.53K - $4.14K
|
58
$3.54K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$60.9 - $71.4
|
7.08K
$432K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-523- 9.0% |
$31.9K - $37.3K
|
5.29K
$323K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.16K+ 16.13% |
$132K - $154K
|
15.6K
$949K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
21.2KNew |
$1.29M - $1.51M
|
21.2K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.79K+ 2.1% |
$109K - $128K
|
86.8K
$5.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20.1K+ 4.18% |
$1.22M - $1.44M
|
501K
$30.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
928+ 19.05% |
$56.5K - $66.3K
|
5.8K
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-6.57K- 1.16% |
$400K - $469K
|
562K
$34.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.39KNew |
$206K - $242K
|
3.39K
$207K
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.02KNew |
$132K - $150K
|
2.02K
$124K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
12.9K+ 3.27% |
$844K - $959K
|
408K
$24.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.94K+ 4.55% |
$323K - $367K
|
114K
$6.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
569New |
$37.2K - $42.2K
|
569
$34.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.99K+ 2.55% |
$260K - $296K
|
160K
$9.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-64.5K- 24.77% |
$4.21M - $4.78M
|
196K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
616New |
$40.2K - $45.7K
|
616
$37.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.6K+ 11.8% |
$1.61M - $1.82M
|
233K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-50- 5.0% |
$3.27K - $3.71K
|
950
$58K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.5K+ 109.78% |
$1.8M - $2.04M
|
52.6K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
90+ 42.06% |
$5.88K - $6.67K
|
304
$18.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13KNew |
$852K - $967K
|
13K
$796K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.9K+ 3808.0% |
$124K - $141K
|
1.95K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
54.6KNew |
$3.56M - $4.05M
|
54.6K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.27K- 21.64% |
$279K - $317K
|
15.5K
$944K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-849- 0.31% |
$55.4K - $63K
|
273K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.38K- 57.75% |
$482K - $547K
|
5.4K
$329K
|
|