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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.71K+ 14.8% |
$202K - $252K
|
28.8K
$1.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
119New |
$6.46K - $8.09K
|
119
$8.24K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19.8K+ 3.96% |
$1.08M - $1.35M
|
521K
$36M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.43KNew |
$186K - $233K
|
3.43K
$237K
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
750+ 1.0% |
$40.7K - $51K
|
75.9K
$5.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.23K- 1.42% |
$67K - $83.9K
|
85.6K
$5.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-2.53K- 16.19% |
$138K - $172K
|
13.1K
$908K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
669+ 12.65% |
$36.3K - $45.5K
|
5.96K
$412K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
33.5K+ 4.0% |
$1.82M - $2.28M
|
871K
$60.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-403- 11.91% |
$21.9K - $27.4K
|
2.98K
$206K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
129+ 2.09% |
$7K - $8.77K
|
6.29K
$435K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-51.4K- 9.16% |
$2.79M - $3.5M
|
510K
$35.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.74K+ 38.62% |
$148K - $186K
|
9.82K
$679K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
20.9K+ 11.73% |
$1.13M - $1.42M
|
199K
$13.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-655- 2.41% |
$35.6K - $44.5K
|
26.6K
$1.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.98K+ 2.95% |
$107K - $134K
|
68.9K
$4.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.03KNew |
$165K - $206K
|
3.03K
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.4K- 24.07% |
$75.8K - $94.9K
|
4.4K
$305K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
25.8KNew |
$1.4M - $1.75M
|
25.8K
$1.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.21KNew |
$283K - $354K
|
5.21K
$361K
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-11.6K- 6.02% |
$627K - $785K
|
180K
$12.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
163KNew |
$8.85M - $11.1M
|
163K
$11.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
37New |
$2.01K - $2.51K
|
37
$2.56K
|
|
| Q1 2025 | |||||||
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
65New |
$3.96K - $4.64K
|
65
$4.5K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-28- 13.15% |
$1.71K - $2K
|
185
$12.8K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.52K+ 27.9% |
$92.8K - $109K
|
6.98K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-4.22K- 1.04% |
$257K - $301K
|
403K
$27.9M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.77K+ 87.32% |
$291K - $341K
|
10.2K
$709K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
40+ 0.26% |
$2.44K - $2.86K
|
15.4K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-14.9K- 80.73% |
$909K - $1.07M
|
3.56K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.51KNew |
$335K - $393K
|
5.51K
$381K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
18.7KNew |
$1.14M - $1.33M
|
18.7K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.56KNew |
$217K - $254K
|
3.56K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
5.23KNew |
$318K - $373K
|
5.23K
$362K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.4K+ 9.74% |
$936K - $1.1M
|
173K
$12M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.16K- 1.99% |
$70.7K - $82.9K
|
57.2K
$3.96M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
40New |
$2.44K - $2.86K
|
40
$2.77K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
846+ 15.79% |
$51.5K - $60.4K
|
6.2K
$429K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-40.7KClosed |
$2.48M - $2.9M
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
48New |
$2.92K - $3.43K
|
48
$3.32K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.88KNew |
$297K - $349K
|
4.88K
$338K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-142- 10.34% |
$8.65K - $10.1K
|
1.23K
$85.2K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
24New |
$1.46K - $1.71K
|
24
$1.66K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
90New |
$5.48K - $6.43K
|
90
$6.23K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
88New |
$5.36K - $6.28K
|
88
$6.09K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-384- 2.24% |
$23.4K - $27.4K
|
16.8K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
566New |
$34.5K - $40.4K
|
566
$39.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-275K- 98.39% |
$16.7M - $19.6M
|
4.49K
$311K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
50New |
$3.05K - $3.57K
|
50
$3.46K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-212- 5.13% |
$12.9K - $15.1K
|
3.92K
$272K
|
|