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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
690K+ 185.95% |
$47.1M - $52.2M
|
1.06M
$78M
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
667KNew |
$45.5M - $50.4M
|
667K
$49M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
276KNew |
$18.8M - $20.8M
|
276K
$20.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
154K+ 308826.0% |
$10.5M - $11.7M
|
154K
$11.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
102KNew |
$6.96M - $7.7M
|
102K
$7.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.1K+ 58.51% |
$5.2M - $5.75M
|
206K
$15.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
62.5KNew |
$4.27M - $4.73M
|
62.5K
$4.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
55.7KNew |
$3.8M - $4.21M
|
55.7K
$4.09M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
44.4K+ 5.09% |
$3.03M - $3.35M
|
915K
$67.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42.4K+ 432.12% |
$2.9M - $3.21M
|
52.2K
$3.84M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
27.7K+ 52.09% |
$1.89M - $2.1M
|
81K
$5.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.9K+ 249.63% |
$1.02M - $1.12M
|
20.8K
$1.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9.56K+ 1.83% |
$652K - $722K
|
530K
$39M
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
8.75K+ 5.36% |
$597K - $661K
|
172K
$12.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
6.31KNew |
$431K - $477K
|
6.31K
$464K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
5.73K+ 59.97% |
$391K - $433K
|
15.3K
$1.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.28K+ 18.33% |
$360K - $399K
|
34.1K
$2.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
3.56KNew |
$243K - $269K
|
3.56K
$262K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.46K+ 100.0% |
$236K - $261K
|
6.91K
$508K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.94KNew |
$201K - $222K
|
2.94K
$216K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.72KNew |
$186K - $206K
|
2.72K
$200K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.46K+ 5.78% |
$99.7K - $110K
|
26.7K
$1.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.34K+ 21.55% |
$91.8K - $102K
|
7.58K
$557K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.15K+ 10.68% |
$78.4K - $86.8K
|
11.9K
$874K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.09K+ 3.26% |
$74.5K - $82.5K
|
34.6K
$2.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.01K+ 24.68% |
$68.7K - $76.1K
|
5.09K
$374K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
897+ 3.38% |
$61.2K - $67.8K
|
27.5K
$2.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
616+ 5.83% |
$42.1K - $46.6K
|
11.2K
$822K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
483+ 2.25% |
$33K - $36.5K
|
21.9K
$1.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
432+ 0.58% |
$29.5K - $32.7K
|
74.5K
$5.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
413+ 0.6% |
$28.2K - $31.2K
|
69.4K
$5.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
252+ 7.92% |
$17.2K - $19K
|
3.44K
$252K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
233New |
$15.9K - $17.6K
|
233
$17.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
181+ 0.89% |
$12.4K - $13.7K
|
20.6K
$1.51M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
144+ 4.83% |
$9.83K - $10.9K
|
3.13K
$230K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
140+ 2.17% |
$9.56K - $10.6K
|
6.58K
$484K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
133+ 1.13% |
$9.08K - $10.1K
|
11.9K
$874K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
120New |
$8.19K - $9.07K
|
120
$8.82K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
107+ 0.29% |
$7.3K - $8.09K
|
36.4K
$2.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
95+ 0.72% |
$6.49K - $7.18K
|
13.2K
$971K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
82+ 6.21% |
$5.6K - $6.2K
|
1.4K
$103K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
66+ 1.05% |
$4.51K - $4.99K
|
6.35K
$467K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
59+ 1.95% |
$4.03K - $4.46K
|
3.09K
$227K
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
52+ 0.04% |
$3.55K - $3.93K
|
131K
$9.66M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
29New |
$1.98K - $2.19K
|
29
$2.13K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
29+ 0.33% |
$1.98K - $2.19K
|
8.88K
$653K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
22+ 0.66% |
$1.5K - $1.66K
|
3.37K
$248K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 0.22% |
$1.37K - $1.51K
|
9.02K
$663K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.02% |
$68.3 - $75.6
|
5.04K
$370K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
421K+ 36.71% |
$22.9M - $28.6M
|
1.57M
$115M
|
|