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 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
372+ 5.99% |
$20.2K - $25.3K
|
6.59K
$484K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
34+ 23.94% |
$1.85K - $2.31K
|
176
$12.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
710+ 1.95% |
$38.5K - $48.2K
|
37.1K
$2.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-120K- 36.34% |
$6.53M - $8.17M
|
211K
$15.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.34KNew |
$181K - $227K
|
3.34K
$245K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
459New |
$24.9K - $31.2K
|
459
$33.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
95New |
$5.16K - $6.46K
|
95
$6.98K
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.25K+ 5.53% |
$177K - $221K
|
62.1K
$4.56M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
138K+ 3.82% |
$7.48M - $9.36M
|
3.74M
$275M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.5K+ 15.95% |
$2.41M - $3.02M
|
323K
$23.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.74K+ 3.11% |
$257K - $322K
|
157K
$11.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-21.2K- 19.93% |
$1.15M - $1.44M
|
85.1K
$6.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
198+ 1.06% |
$10.7K - $13.5K
|
18.9K
$1.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-21.8K- 74.71% |
$1.19M - $1.48M
|
7.4K
$543K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.38K+ 3.04% |
$238K - $298K
|
149K
$10.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29New |
$1.57K - $1.97K
|
29
$2.13K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-318- 72.27% |
$17.3K - $21.6K
|
122
$8.96K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.29K- 5.82% |
$179K - $223K
|
53.2K
$3.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.19K- 83.26% |
$282K - $353K
|
1.04K
$76.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.19K- 4.85% |
$64.4K - $80.7K
|
23.3K
$1.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
48+ 28.57% |
$2.61K - $3.26K
|
216
$15.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
308New |
$16.7K - $20.9K
|
308
$22.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.93K- 95.26% |
$105K - $131K
|
96
$7.05K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8.56K+ 55.02% |
$465K - $582K
|
24.1K
$1.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-678- 8.34% |
$36.8K - $46.1K
|
7.45K
$548K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.97K+ 20.7% |
$161K - $202K
|
17.3K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
482+ 1.53% |
$26.2K - $32.8K
|
31.9K
$2.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
8New |
$434 - $544
|
8
$588
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.33KNew |
$235K - $294K
|
4.33K
$318K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
45.4KNew |
$2.46M - $3.08M
|
45.4K
$3.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
750+ 1.0% |
$40.7K - $51K
|
75.9K
$5.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.23K- 1.42% |
$67K - $83.9K
|
85.6K
$6.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.43KNew |
$186K - $233K
|
3.43K
$252K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
119New |
$6.46K - $8.09K
|
119
$8.74K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.4K- 24.07% |
$75.8K - $94.9K
|
4.4K
$324K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
25.8KNew |
$1.4M - $1.75M
|
25.8K
$1.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.21KNew |
$283K - $354K
|
5.21K
$383K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
37New |
$2.01K - $2.51K
|
37
$2.72K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-49.7K- 10.14% |
$3.03M - $3.55M
|
441K
$32.4M
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.89KNew |
$176K - $206K
|
2.89K
$212K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
65New |
$3.96K - $4.64K
|
65
$4.78K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-28- 13.15% |
$1.71K - $2K
|
185
$13.6K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.52K+ 27.9% |
$92.8K - $109K
|
6.98K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
40+ 0.26% |
$2.44K - $2.86K
|
15.4K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-14.9K- 80.73% |
$909K - $1.07M
|
3.56K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.51KNew |
$335K - $393K
|
5.51K
$405K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
18.7KNew |
$1.14M - $1.33M
|
18.7K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.56KNew |
$217K - $254K
|
3.56K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
5.23KNew |
$318K - $373K
|
5.23K
$384K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.4K+ 9.74% |
$936K - $1.1M
|
173K
$12.7M
|
|