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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
83.4KNew |
$5.99M - $6.33M
|
83.4K
$6.05M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
53.4K+ 5.83% |
$3.84M - $4.05M
|
969K
$70.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
33.1K+ 32.47% |
$2.38M - $2.51M
|
135K
$9.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
28.6K+ 137.5% |
$2.06M - $2.17M
|
49.5K
$3.59M
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
BUY
|
- |
18.8K+ 32.52% |
$1.35M - $1.43M
|
76.6K
$5.56M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
14.3K+ 5.2% |
$1.03M - $1.09M
|
290K
$21.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
11.4KNew |
$819K - $864K
|
11.4K
$827K
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
10.1KNew |
$728K - $769K
|
10.1K
$735K
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
8.63K+ 5.02% |
$620K - $655K
|
180K
$13.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.37K+ 18.7% |
$458K - $484K
|
40.5K
$2.94M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
3.63K+ 57.53% |
$261K - $275K
|
9.94K
$722K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.06K+ 36.14% |
$76.4K - $80.7K
|
4K
$291K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
958+ 31.0% |
$68.9K - $72.7K
|
4.05K
$294K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
888+ 4.05% |
$63.8K - $67.4K
|
22.8K
$1.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
642+ 2.34% |
$46.2K - $48.7K
|
28.1K
$2.04M
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
640+ 0.75% |
$46K - $48.6K
|
85.5K
$6.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
606+ 1.09% |
$43.6K - $46K
|
56.3K
$4.09M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
408+ 0.59% |
$29.3K - $31K
|
69.8K
$5.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
355New |
$25.5K - $26.9K
|
355
$25.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
188New |
$13.5K - $14.3K
|
188
$13.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
68+ 0.26% |
$4.89K - $5.16K
|
26.1K
$1.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
28+ 0.32% |
$2.01K - $2.13K
|
8.91K
$647K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
15New |
$1.08K - $1.14K
|
15
$1.09K
|
|
|
Jan 15, 2026
Q4 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
2+ 0.02% |
$144 - $152
|
8.42K
$611K
|
|
| Q3 2025 | |||||||
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
690K+ 185.95% |
$47.1M - $52.2M
|
1.06M
$77.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
667KNew |
$45.5M - $50.4M
|
667K
$48.4M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
490K+ 3218.42% |
$33.4M - $37M
|
505K
$36.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
307K+ 66.28% |
$21M - $23.2M
|
770K
$55.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
293K+ 430.14% |
$20M - $22.1M
|
361K
$26.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
258K+ 16.45% |
$17.6M - $19.5M
|
1.83M
$133M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
217K+ 22.55% |
$14.8M - $16.4M
|
1.18M
$85.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
207KNew |
$14.1M - $15.6M
|
207K
$15M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
206K+ 64.94% |
$14M - $15.5M
|
522K
$37.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
155KNew |
$10.6M - $11.7M
|
155K
$11.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
154K+ 308826.0% |
$10.5M - $11.7M
|
154K
$11.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
118K+ 5.69% |
$8.05M - $8.92M
|
2.19M
$159M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
92.1K+ 47.65% |
$6.29M - $6.96M
|
285K
$20.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
86.4K+ 498.59% |
$5.9M - $6.53M
|
104K
$7.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
85.4K+ 52.87% |
$5.83M - $6.45M
|
247K
$17.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.1K+ 58.51% |
$5.2M - $5.75M
|
206K
$15M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
62.9K+ 42.33% |
$4.29M - $4.75M
|
212K
$15.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42.4K+ 432.12% |
$2.9M - $3.21M
|
52.2K
$3.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
31.8K+ 13.49% |
$2.17M - $2.41M
|
268K
$19.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
31.6K+ 14.99% |
$2.16M - $2.39M
|
242K
$17.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.5K+ 97.04% |
$2.15M - $2.38M
|
63.9K
$4.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.5K+ 443.41% |
$2.08M - $2.31M
|
37.4K
$2.71M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
27.7K+ 52.09% |
$1.89M - $2.1M
|
81K
$5.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
23.3K+ 35.05% |
$1.59M - $1.76M
|
89.6K
$6.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
20.3K+ 84.36% |
$1.39M - $1.54M
|
44.5K
$3.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
15.9KNew |
$1.08M - $1.2M
|
15.9K
$1.15M
|
|