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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 2.45% |
$672K - $744K
|
467K
$33M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
10.3K+ 97.67% |
$619K - $685K
|
20.8K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.01K+ 56.19% |
$542K - $600K
|
25.1K
$1.77M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
9.01K+ 2.34% |
$541K - $600K
|
395K
$27.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.85K+ 225.87% |
$532K - $589K
|
12.8K
$903K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
8.73KNew |
$525K - $581K
|
8.73K
$617K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.62K+ 12.23% |
$518K - $574K
|
79.1K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.78K+ 3.88% |
$468K - $518K
|
209K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.98K+ 60.63% |
$359K - $398K
|
15.8K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.58K+ 28.7% |
$335K - $372K
|
25K
$1.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.35K+ 11.59% |
$322K - $356K
|
51.5K
$3.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.27K+ 2.1% |
$317K - $351K
|
257K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.3K+ 85.98% |
$258K - $286K
|
9.3K
$657K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.24KNew |
$194K - $215K
|
3.24K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.16KNew |
$190K - $210K
|
3.16K
$223K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.1KNew |
$186K - $206K
|
3.1K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
3.09KNew |
$186K - $206K
|
3.09K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.61K+ 22.58% |
$157K - $174K
|
14.2K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 62.11% |
$156K - $173K
|
6.77K
$479K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.6K+ 5.73% |
$156K - $173K
|
47.9K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.23K+ 3.57% |
$134K - $149K
|
64.6K
$4.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.85K+ 132.47% |
$111K - $123K
|
3.25K
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.66K+ 12.93% |
$99.5K - $110K
|
14.5K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
1.51K+ 21.51% |
$90.5K - $100K
|
8.5K
$601K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
1.47KNew |
$88K - $97.5K
|
1.47K
$104K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.29K+ 27.17% |
$77.8K - $86.1K
|
6.06K
$428K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.12K+ 14.18% |
$67.5K - $74.8K
|
9.04K
$639K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
954+ 11.0% |
$57.3K - $63.5K
|
9.63K
$681K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
943+ 2.79% |
$56.7K - $62.8K
|
34.7K
$2.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
774+ 2.99% |
$46.5K - $51.5K
|
26.6K
$1.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
747+ 17.47% |
$44.9K - $49.7K
|
5.02K
$355K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
735+ 13.45% |
$44.2K - $48.9K
|
6.2K
$438K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
659+ 6.77% |
$39.6K - $43.9K
|
10.4K
$735K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
372+ 0.24% |
$22.4K - $24.8K
|
156K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
314+ 0.37% |
$18.9K - $20.9K
|
84.4K
$5.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
309+ 2.67% |
$18.6K - $20.6K
|
11.9K
$839K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
289+ 71.53% |
$17.4K - $19.2K
|
693
$49K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
211+ 3.3% |
$12.7K - $14K
|
6.6K
$466K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
203+ 41.26% |
$12.2K - $13.5K
|
695
$49.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
141+ 3.93% |
$8.47K - $9.39K
|
3.73K
$263K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
138+ 7.31% |
$8.29K - $9.19K
|
2.03K
$143K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
120+ 0.34% |
$7.21K - $7.99K
|
35.9K
$2.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
80+ 30.89% |
$4.81K - $5.33K
|
339
$24K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
56+ 0.37% |
$3.37K - $3.73K
|
15.4K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
55New |
$3.31K - $3.66K
|
55
$3.89K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40+ 22.99% |
$2.4K - $2.66K
|
214
$15.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
24+ 0.38% |
$1.44K - $1.6K
|
6.41K
$453K
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
12+ 0.16% |
$721 - $799
|
7.74K
$547K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
30.5K+ 51.82% |
$1.79M - $1.94M
|
89.4K
$6.32M
|
|