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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.6K+ 317.54% |
$2M - $2.27M
|
40.2K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.02K- 16.86% |
$66.7K - $75.7K
|
5.04K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
133K+ 21.45% |
$8.68M - $9.86M
|
753K
$46M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.6K+ 383.22% |
$1.41M - $1.6M
|
27.3K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
3.5KNew |
$229K - $260K
|
3.5K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.23K- 19.23% |
$80.5K - $91.4K
|
5.17K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.47KNew |
$357K - $405K
|
5.47K
$334K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
35+ 0.23% |
$2.29K - $2.6K
|
15.4K
$940K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25.9K- 10.47% |
$1.69M - $1.92M
|
222K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
203KNew |
$13.3M - $15.1M
|
203K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
617+ 19.94% |
$40.3K - $45.8K
|
3.71K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
946+ 13.97% |
$61.8K - $70.1K
|
7.72K
$471K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.5K+ 1.54% |
$98.1K - $111K
|
98.9K
$6.04M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
385+ 0.46% |
$25.1K - $28.5K
|
84.8K
$5.17M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.95K- 12.32% |
$127K - $145K
|
13.9K
$848K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
213New |
$13.9K - $15.8K
|
213
$13K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
28+ 0.42% |
$1.83K - $2.08K
|
6.63K
$404K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5New |
$327 - $371
|
5
$305
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
138K+ 710.71% |
$9.04M - $10.3M
|
158K
$9.63M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
44+ 1.65% |
$2.87K - $3.26K
|
2.72K
$166K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.15K- 9.03% |
$336K - $382K
|
51.9K
$3.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
141K+ 9.53% |
$9.23M - $10.5M
|
1.63M
$99.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.27KNew |
$213K - $242K
|
3.27K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-304- 3.72% |
$19.9K - $22.5K
|
7.86K
$480K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-991- 2.93% |
$64.7K - $73.5K
|
32.9K
$2.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.44K- 36.95% |
$224K - $255K
|
5.86K
$358K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.05K+ 12.29% |
$68.2K - $77.5K
|
9.55K
$583K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
212New |
$13.8K - $15.7K
|
212
$12.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-113K- 3.07% |
$7.4M - $8.4M
|
3.57M
$218M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.08K- 3.45% |
$70.6K - $80.2K
|
30.2K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.72K+ 3.44% |
$178K - $202K
|
81.8K
$4.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.6KNew |
$1.41M - $1.6M
|
21.6K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.89KNew |
$188K - $214K
|
2.89K
$176K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-19.6K- 4.19% |
$1.28M - $1.45M
|
447K
$27.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.97K+ 13.52% |
$455K - $517K
|
58.5K
$3.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.29% |
$131 - $148
|
697
$42.5K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.12KNew |
$204K - $231K
|
3.12K
$190K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.29K- 5.17% |
$84.4K - $95.9K
|
23.7K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
469KNew |
$30.7M - $34.8M
|
469K
$28.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.46K+ 1.9% |
$95.5K - $108K
|
78.4K
$4.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.83K+ 2.83% |
$120K - $136K
|
66.5K
$4.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
55KNew |
$3.59M - $4.08M
|
55K
$3.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
154+ 0.43% |
$10.1K - $11.4K
|
36.1K
$2.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.46KNew |
$357K - $405K
|
5.46K
$333K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
11+ 0.04% |
$718 - $816
|
25.1K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.37K- 1.65% |
$89.4K - $102K
|
81.8K
$4.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 1.43% |
$65.3 - $74.2
|
71
$4.33K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.9K- 9.11% |
$124K - $141K
|
18.9K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-620- 7.15% |
$40.5K - $46K
|
8.05K
$491K
|