Latest Institutional Purchases of Ishares Msci Usa Small Cap Mul (SMLF)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Small Cap Mul (SMLF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
421K+ 36.71% |
$22.9M - $28.6M
|
1.57M
$109M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
333K+ 52.78% |
$18.1M - $22.6M
|
964K
$66.7M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
329KNew |
$17.8M - $22.3M
|
329K
$22.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
195K+ 10.35% |
$10.6M - $13.2M
|
2.08M
$144M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
183K+ 65.43% |
$9.95M - $12.5M
|
463K
$32.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
163KNew |
$8.85M - $11.1M
|
163K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
152KNew |
$8.22M - $10.3M
|
152K
$10.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
138K+ 3.82% |
$7.48M - $9.36M
|
3.74M
$259M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
126K+ 186.84% |
$6.83M - $8.55M
|
193K
$13.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
85K+ 133.65% |
$4.61M - $5.78M
|
149K
$10.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83.2K+ 35.67% |
$4.52M - $5.66M
|
317K
$21.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
55.4K+ 506.39% |
$3.01M - $3.77M
|
66.4K
$4.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
53.4K+ 29.27% |
$2.9M - $3.63M
|
236K
$16.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
49.7K+ 11.28% |
$2.7M - $3.38M
|
491K
$34M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
45.4KNew |
$2.46M - $3.08M
|
45.4K
$3.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.5K+ 15.95% |
$2.41M - $3.02M
|
323K
$22.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.3KNew |
$1.97M - $2.47M
|
36.3K
$2.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
35.7K+ 8.93% |
$1.94M - $2.43M
|
436K
$30.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.6K+ 36.3% |
$1.88M - $2.35M
|
130K
$9M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
33.5K+ 4.0% |
$1.82M - $2.28M
|
871K
$60.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
33.5KNew |
$1.82M - $2.28M
|
33.5K
$2.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
26.9K+ 125.14% |
$1.46M - $1.83M
|
48.4K
$3.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.1K+ 25.04% |
$1.42M - $1.77M
|
130K
$9.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
25.8KNew |
$1.4M - $1.75M
|
25.8K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25.3K+ 11494.55% |
$1.37M - $1.72M
|
25.5K
$1.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
20.9K+ 11.73% |
$1.13M - $1.42M
|
199K
$13.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19.8K+ 3.96% |
$1.08M - $1.35M
|
521K
$36M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
19.3K+ 31.44% |
$1.05M - $1.31M
|
80.8K
$5.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
17.5KNew |
$948K - $1.19M
|
17.5K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 325.12% |
$632K - $791K
|
15.2K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.8KNew |
$584K - $730K
|
10.8K
$744K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
10.6KNew |
$574K - $718K
|
10.6K
$732K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10.3K+ 18.93% |
$560K - $700K
|
64.8K
$4.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
8.9K+ 100.19% |
$483K - $604K
|
17.8K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
8.85KNew |
$480K - $601K
|
8.85K
$613K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8.56K+ 55.02% |
$465K - $582K
|
24.1K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.44KNew |
$458K - $574K
|
8.44K
$584K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.98K+ 1.74% |
$433K - $542K
|
466K
$32.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.89K+ 10.43% |
$428K - $536K
|
83.6K
$5.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.81K+ 23.23% |
$424K - $530K
|
41.4K
$2.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
7.57K+ 3.9% |
$411K - $514K
|
202K
$13.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
7.08K+ 2.79% |
$384K - $481K
|
261K
$18M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.97KNew |
$378K - $473K
|
6.97K
$482K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
6.24KNew |
$339K - $424K
|
6.24K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.93K+ 4.73% |
$322K - $403K
|
131K
$9.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.62K+ 1.54% |
$305K - $382K
|
371K
$25.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.21KNew |
$283K - $354K
|
5.21K
$361K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.74K+ 3.11% |
$257K - $322K
|
157K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.51K+ 53.37% |
$245K - $306K
|
12.9K
$896K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.38K+ 3.04% |
$238K - $298K
|
149K
$10.3M
|