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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.33KNew |
$235K - $294K
|
4.33K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.33K+ 81.32% |
$235K - $294K
|
9.66K
$668K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.31K+ 6.48% |
$234K - $293K
|
70.9K
$4.91M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.23K+ 8.44% |
$230K - $288K
|
54.4K
$3.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
4.13K+ 1.46% |
$224K - $280K
|
286K
$19.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.08KNew |
$221K - $277K
|
4.08K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.8KNew |
$206K - $258K
|
3.8K
$263K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.71K+ 14.8% |
$202K - $252K
|
28.8K
$1.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.46KNew |
$188K - $235K
|
3.46K
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.43KNew |
$186K - $233K
|
3.43K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.36K+ 2.79% |
$182K - $228K
|
124K
$8.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.34KNew |
$181K - $227K
|
3.34K
$231K
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.25K+ 5.53% |
$177K - $221K
|
62.1K
$4.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.18KNew |
$173K - $216K
|
3.18K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.16KNew |
$172K - $215K
|
3.16K
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.03KNew |
$165K - $206K
|
3.03K
$210K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.97K+ 20.7% |
$161K - $202K
|
17.3K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.74K+ 38.62% |
$148K - $186K
|
9.82K
$679K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.69K+ 24.69% |
$146K - $183K
|
13.6K
$939K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.36KNew |
$128K - $160K
|
2.36K
$163K
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.16K+ 2.64% |
$117K - $147K
|
84K
$5.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.02K+ 85.78% |
$109K - $137K
|
4.36K
$302K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.98K+ 20.26% |
$108K - $135K
|
11.8K
$814K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.98K+ 2.95% |
$107K - $134K
|
68.9K
$4.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.95K+ 10.92% |
$106K - $133K
|
19.8K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.87K+ 37.39% |
$102K - $127K
|
6.88K
$476K
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
1.86K+ 3.23% |
$101K - $126K
|
59.3K
$4.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.85K+ 7.89% |
$100K - $126K
|
25.3K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.73K+ 9.24% |
$93.7K - $117K
|
20.4K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.71KNew |
$92.7K - $116K
|
1.71K
$118K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.67K+ 2.56% |
$90.7K - $114K
|
66.9K
$4.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.56K+ 0.8% |
$84.5K - $106K
|
195K
$13.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.32K+ 3.88% |
$71.5K - $89.5K
|
35.3K
$2.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.25K+ 11.41% |
$67.7K - $84.8K
|
12.2K
$843K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
942+ 8.44% |
$51.1K - $64K
|
12.1K
$838K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
901+ 4.39% |
$48.9K - $61.2K
|
21.4K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
807+ 0.84% |
$43.8K - $54.8K
|
97.3K
$6.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
755+ 100.27% |
$41K - $51.3K
|
1.51K
$104K
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
750+ 1.0% |
$40.7K - $51K
|
75.9K
$5.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
748New |
$40.6K - $50.8K
|
748
$51.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
710+ 1.95% |
$38.5K - $48.2K
|
37.1K
$2.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
669+ 12.65% |
$36.3K - $45.5K
|
5.96K
$412K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
650+ 1120.69% |
$35.3K - $44.2K
|
708
$49K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
482+ 1.53% |
$26.2K - $32.8K
|
31.9K
$2.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
459New |
$24.9K - $31.2K
|
459
$31.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
426New |
$23.1K - $28.9K
|
426
$29.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
392+ 6.72% |
$21.3K - $26.6K
|
6.23K
$431K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
372+ 5.99% |
$20.2K - $25.3K
|
6.59K
$456K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
308New |
$16.7K - $20.9K
|
308
$21.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
275New |
$14.9K - $18.7K
|
275
$19K
|