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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
469KNew |
$30.7M - $34.8M
|
469K
$28.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
203KNew |
$13.3M - $15.1M
|
203K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
141K+ 9.53% |
$9.23M - $10.5M
|
1.63M
$99.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
138K+ 710.71% |
$9.04M - $10.3M
|
158K
$9.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
133K+ 21.45% |
$8.68M - $9.86M
|
753K
$46M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
55KNew |
$3.59M - $4.08M
|
55K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
54.6KNew |
$3.56M - $4.05M
|
54.6K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.6K+ 317.54% |
$2M - $2.27M
|
40.2K
$2.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
29.5KNew |
$1.93M - $2.19M
|
29.5K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.5K+ 109.78% |
$1.8M - $2.04M
|
52.6K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.6K+ 11.8% |
$1.61M - $1.82M
|
233K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.6K+ 383.22% |
$1.41M - $1.6M
|
27.3K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.6KNew |
$1.41M - $1.6M
|
21.6K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13KNew |
$852K - $967K
|
13K
$796K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
12.9K+ 3.27% |
$844K - $959K
|
408K
$24.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.47KNew |
$357K - $405K
|
5.47K
$334K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.46KNew |
$357K - $405K
|
5.46K
$333K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.94K+ 4.55% |
$323K - $367K
|
114K
$6.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.39K+ 2.7% |
$287K - $325K
|
167K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.99K+ 2.55% |
$260K - $296K
|
160K
$9.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
3.5KNew |
$229K - $260K
|
3.5K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.27KNew |
$213K - $242K
|
3.27K
$199K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.12KNew |
$204K - $231K
|
3.12K
$190K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.89KNew |
$188K - $214K
|
2.89K
$176K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.72K+ 3.44% |
$178K - $202K
|
81.8K
$4.99M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.02KNew |
$132K - $150K
|
2.02K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.9K+ 3808.0% |
$124K - $141K
|
1.95K
$119K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.85KNew |
$121K - $137K
|
1.85K
$113K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.83K+ 2.83% |
$120K - $136K
|
66.5K
$4.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.82K+ 10.14% |
$119K - $135K
|
19.7K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.5K+ 1.54% |
$98.1K - $111K
|
98.9K
$6.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.46K+ 1.9% |
$95.5K - $108K
|
78.4K
$4.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.36K+ 19428.57% |
$88.8K - $101K
|
1.37K
$83.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.05K+ 12.29% |
$68.2K - $77.5K
|
9.55K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
946+ 13.97% |
$61.8K - $70.1K
|
7.72K
$471K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
617+ 19.94% |
$40.3K - $45.8K
|
3.71K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
616New |
$40.2K - $45.7K
|
616
$37.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
569New |
$37.2K - $42.2K
|
569
$34.7K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
385+ 0.46% |
$25.1K - $28.5K
|
84.8K
$5.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
341New |
$22.3K - $25.3K
|
341
$20.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
333+ 6.63% |
$21.7K - $24.7K
|
5.36K
$327K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
251+ 0.43% |
$16.4K - $18.6K
|
58.4K
$3.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
213New |
$13.9K - $15.8K
|
213
$13K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
212New |
$13.8K - $15.7K
|
212
$12.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
210+ 6.95% |
$13.7K - $15.6K
|
3.23K
$197K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
190+ 633.33% |
$12.4K - $14.1K
|
220
$13.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
154+ 0.43% |
$10.1K - $11.4K
|
36.1K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
90+ 42.06% |
$5.88K - $6.67K
|
304
$18.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
68+ 20.06% |
$4.44K - $5.04K
|
407
$24.8K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
44+ 1.65% |
$2.87K - $3.26K
|
2.72K
$166K
|