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 |
---|---|---|---|---|---|---|---|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.19KNew |
$60.4K - $67.1K
|
1.19K
$77.8K
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.41KNew |
$327K - $363K
|
6.41K
$421K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
70New |
$3.57K - $3.96K
|
70
$4.6K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
150New |
$7.65K - $8.49K
|
150
$9.85K
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
809New |
$41.3K - $45.8K
|
809
$53.1K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-961- 58.74% |
$49K - $54.4K
|
675
$44.3K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.56K- 65.32% |
$487K - $541K
|
5.07K
$333K
|
|
Nov 03, 2023
Q3 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
677+ 5.58% |
$34.5K - $38.3K
|
12.8K
$842K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
57+ 28.22% |
$2.91K - $3.23K
|
259
$17K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
SELL
|
- |
-3.04K- 68.87% |
$155K - $172K
|
1.37K
$90.2K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
378New |
$19.3K - $21.4K
|
378
$24.8K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.71KNew |
$240K - $267K
|
4.71K
$310K
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-97- 1.7% |
$4.95K - $5.49K
|
5.6K
$368K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$2.55K - $2.83K
|
50
$3.28K
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-65.9K- 52.53% |
$3.36M - $3.73M
|
59.6K
$3.91M
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6+ 0.06% |
$292 - $322
|
10.6K
$696K
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.02KNew |
$293K - $323K
|
6.02K
$395K
|
|
Aug 10, 2023
Q2 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.04KNew |
$196K - $217K
|
4.04K
$265K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
195New |
$9.48K - $10.5K
|
195
$12.8K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-188- 1.08% |
$9.14K - $10.1K
|
17.2K
$1.13M
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.95K- 23.73% |
$94.7K - $104K
|
6.26K
$411K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
8New |
$389 - $429
|
8
$525
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-590- 12.46% |
$28.7K - $31.6K
|
4.15K
$272K
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
321KNew |
$15.6M - $17.2M
|
321K
$21.1M
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.73KNew |
$182K - $200K
|
3.73K
$245K
|
|
Q1 2023 | |||||||
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
179New |
$8.72K - $10K
|
179
$11.8K
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-4Closed |
$195 - $224
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.39K+ 1098.25% |
$214K - $246K
|
4.79K
$315K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
56New |
$2.73K - $3.14K
|
56
$3.68K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5- 0.55% |
$244 - $280
|
902
$59.2K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.94KNew |
$192K - $221K
|
3.94K
$259K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
72New |
$3.51K - $4.04K
|
72
$4.73K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-489- 7.53% |
$23.8K - $27.4K
|
6K
$394K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
9.99K+ 99890.0% |
$487K - $560K
|
10K
$657K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.34KNew |
$65.1K - $75K
|
1.34K
$87.8K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
172New |
$8.38K - $9.65K
|
172
$11.3K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.39KNew |
$386K - $446K
|
8.39K
$551K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-359- 15.65% |
$16.5K - $19.1K
|
1.94K
$127K
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
31New |
$1.43K - $1.65K
|
31
$2.04K
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
47.8KNew |
$2.2M - $2.54M
|
47.8K
$3.14M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
104New |
$4.78K - $5.53K
|
104
$6.83K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
39.1K+ 21.25% |
$1.8M - $2.08M
|
223K
$14.6M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-22.7K- 17.69% |
$1.04M - $1.21M
|
106K
$6.94M
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
10.7KNew |
$490K - $567K
|
10.7K
$700K
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
378New |
$17.4K - $20.1K
|
378
$24.8K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.29KNew |
$197K - $228K
|
4.29K
$282K
|
|
Q3 2022 | |||||||
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-11.2K- 12.8% |
$493K - $602K
|
76.2K
$5M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
36.3K+ 72.93% |
$1.6M - $1.96M
|
86.1K
$5.66M
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
27+ 11.02% |
$1.19K - $1.45K
|
272
$17.9K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.73K+ 27.37% |
$120K - $147K
|
12.7K
$833K
|