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 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.34KNew |
$181K - $227K
|
3.34K
$231K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.18KNew |
$173K - $216K
|
3.18K
$220K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
95New |
$5.16K - $6.46K
|
95
$6.57K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
710+ 1.95% |
$38.5K - $48.2K
|
37.1K
$2.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-120K- 36.34% |
$6.53M - $8.17M
|
211K
$14.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
459New |
$24.9K - $31.2K
|
459
$31.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.25K+ 5.53% |
$177K - $221K
|
62.1K
$4.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
138K+ 3.82% |
$7.48M - $9.36M
|
3.74M
$259M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
115+ 3.56% |
$6.24K - $7.81K
|
3.35K
$232K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.85K+ 7.89% |
$100K - $126K
|
25.3K
$1.75M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.5K+ 15.95% |
$2.41M - $3.02M
|
323K
$22.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.08KNew |
$221K - $277K
|
4.08K
$282K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.74K+ 3.11% |
$257K - $322K
|
157K
$10.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-17.2K- 28.95% |
$935K - $1.17M
|
42.3K
$2.93M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.37K- 2.51% |
$74.4K - $93.2K
|
53.3K
$3.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-21.2K- 19.93% |
$1.15M - $1.44M
|
85.1K
$5.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-15- 0.23% |
$814 - $1.02K
|
6.44K
$446K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
134+ 11.29% |
$7.27K - $9.11K
|
1.32K
$91.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
198+ 1.06% |
$10.7K - $13.5K
|
18.9K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.38K+ 3.04% |
$238K - $298K
|
149K
$10.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
33.5KNew |
$1.82M - $2.28M
|
33.5K
$2.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.03K- 8.52% |
$55.9K - $70K
|
11.1K
$766K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-21.8K- 74.71% |
$1.19M - $1.48M
|
7.4K
$512K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-3.68K- 12.96% |
$200K - $250K
|
24.7K
$1.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.61K- 14.41% |
$87.4K - $109K
|
9.56K
$662K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29New |
$1.57K - $1.97K
|
29
$2.01K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-597- 2.63% |
$32.4K - $40.6K
|
22.1K
$1.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
6.24KNew |
$339K - $424K
|
6.24K
$432K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-318- 72.27% |
$17.3K - $21.6K
|
122
$8.44K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.29K- 5.82% |
$179K - $223K
|
53.2K
$3.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-123- 2.39% |
$6.68K - $8.36K
|
5.03K
$348K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
901+ 4.39% |
$48.9K - $61.2K
|
21.4K
$1.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-229- 2.48% |
$12.4K - $15.6K
|
9K
$623K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.19K- 83.26% |
$282K - $353K
|
1.04K
$72.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.62K+ 1.54% |
$305K - $382K
|
371K
$25.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.19K- 4.85% |
$64.4K - $80.7K
|
23.3K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-589- 8.41% |
$32K - $40K
|
6.41K
$444K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
48+ 28.57% |
$2.61K - $3.26K
|
216
$14.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.93K- 95.26% |
$105K - $131K
|
96
$6.64K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.46KNew |
$188K - $235K
|
3.46K
$239K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-678- 8.34% |
$36.8K - $46.1K
|
7.45K
$516K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
308New |
$16.7K - $20.9K
|
308
$21.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8.56K+ 55.02% |
$465K - $582K
|
24.1K
$1.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.97K+ 20.7% |
$161K - $202K
|
17.3K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
8.85KNew |
$480K - $601K
|
8.85K
$613K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
152KNew |
$8.22M - $10.3M
|
152K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
482+ 1.53% |
$26.2K - $32.8K
|
31.9K
$2.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
8New |
$434 - $544
|
8
$554
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.33KNew |
$235K - $294K
|
4.33K
$300K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
45.4KNew |
$2.46M - $3.08M
|
45.4K
$3.14M
|