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 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
10.7KNew |
$490K - $567K
|
10.7K
$650K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
378New |
$17.4K - $20.1K
|
378
$23.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.29KNew |
$197K - $228K
|
4.29K
$262K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-11.2K- 12.8% |
$493K - $602K
|
76.2K
$4.65M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
36.3K+ 72.93% |
$1.6M - $1.96M
|
86.1K
$5.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
27+ 11.02% |
$1.19K - $1.45K
|
272
$16.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.73K+ 27.37% |
$120K - $147K
|
12.7K
$774K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
258New |
$11.4K - $13.9K
|
258
$15.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-507- 24.8% |
$22.4K - $27.3K
|
1.54K
$93.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
180New |
$7.94K - $9.69K
|
180
$11K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.45% |
$132 - $162
|
675
$41.2K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.13KClosed |
$144K - $173K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.27KClosed |
$58.6K - $70.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-288Closed |
$13.3K - $15.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.1KClosed |
$189K - $226K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4.57KClosed |
$211K - $252K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-200- 3.83% |
$9.22K - $11K
|
5.02K
$307K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
326New |
$15K - $18K
|
326
$19.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
131KNew |
$6.06M - $7.24M
|
131K
$8.02M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-348Closed |
$16K - $19.2K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-3.95KClosed |
$182K - $218K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
232New |
$10.7K - $12.8K
|
232
$14.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-208Closed |
$9.59K - $11.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.6KClosed |
$73.8K - $88.1K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
1.21KNew |
$55.8K - $66.6K
|
1.21K
$73.8K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6.24KClosed |
$320K - $362K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.5KClosed |
$179K - $203K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.5KClosed |
$179K - $203K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-3.74KClosed |
$192K - $217K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.9KClosed |
$200K - $226K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
99New |
$5.32K - $5.93K
|
99
$6.04K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
5.4KNew |
$290K - $324K
|
5.4K
$330K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
179New |
$9.24K - $10.1K
|
179
$10.9K
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-112Closed |
$5.8K - $6.18K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-16Closed |
$724 - $860
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.8KClosed |
$217K - $258K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.67KClosed |
$212K - $251K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-3.37KClosed |
$153K - $181K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-20Closed |
$905 - $1.07K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-51Closed |
$2.31K - $2.74K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 06, 2020
Q3 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-750Closed |
$26.1K - $29.5K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Private Ocean, LLC
|
BUY
|
- |
119New |
$4.14K - $4.68K
|
119
$7.26K
|
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-20Closed |
$695 - $786
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Pflug Koory, LLC
|
SELL
|
- |
-1.23KClosed |
$42.7K - $48.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Feb 11, 2021
Q2 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.3KClosed |
$63.1K - $88.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-246Closed |
$6.75K - $9.49K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-46Closed |
$1.26K - $1.77K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.29KClosed |
$62.8K - $88.3K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-11Closed |
$302 - $424
|
0
$0
|
|