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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
421K+ 36.71% |
$22.9M - $28.6M
|
1.57M
$115M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
333K+ 52.78% |
$18.1M - $22.6M
|
964K
$70.8M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
329KNew |
$17.8M - $22.3M
|
329K
$24.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
195K+ 10.35% |
$10.6M - $13.2M
|
2.08M
$152M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
183K+ 65.43% |
$9.95M - $12.5M
|
463K
$34M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
138K+ 3.82% |
$7.48M - $9.36M
|
3.74M
$275M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
126K+ 186.84% |
$6.83M - $8.55M
|
193K
$14.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
85K+ 133.65% |
$4.61M - $5.78M
|
149K
$10.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83.2K+ 35.67% |
$4.52M - $5.66M
|
317K
$23.3M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.4K+ 52.28% |
$3.01M - $3.77M
|
161K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
55.4K+ 506.39% |
$3.01M - $3.77M
|
66.4K
$4.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
53.4K+ 29.27% |
$2.9M - $3.63M
|
236K
$17.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
45.4KNew |
$2.46M - $3.08M
|
45.4K
$3.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.5K+ 15.95% |
$2.41M - $3.02M
|
323K
$23.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.3KNew |
$1.97M - $2.47M
|
36.3K
$2.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
35.7K+ 8.93% |
$1.94M - $2.43M
|
436K
$32M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
26.9K+ 125.14% |
$1.46M - $1.83M
|
48.4K
$3.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.1K+ 25.04% |
$1.42M - $1.77M
|
130K
$9.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
25.8KNew |
$1.4M - $1.75M
|
25.8K
$1.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25.3K+ 11494.55% |
$1.37M - $1.72M
|
25.5K
$1.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
19.3K+ 31.44% |
$1.05M - $1.31M
|
80.8K
$5.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
17.5KNew |
$948K - $1.19M
|
17.5K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 325.12% |
$632K - $791K
|
15.2K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10.3K+ 18.93% |
$560K - $700K
|
64.8K
$4.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
8.9K+ 100.19% |
$483K - $604K
|
17.8K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.44KNew |
$458K - $574K
|
8.44K
$620K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.98K+ 1.74% |
$433K - $542K
|
466K
$34.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.89K+ 10.43% |
$428K - $536K
|
83.6K
$6.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.81K+ 23.23% |
$424K - $530K
|
41.4K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
7.57K+ 3.9% |
$411K - $514K
|
202K
$14.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.97KNew |
$378K - $473K
|
6.97K
$512K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.21KNew |
$283K - $354K
|
5.21K
$383K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.74K+ 3.11% |
$257K - $322K
|
157K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.51K+ 53.37% |
$245K - $306K
|
12.9K
$951K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.38K+ 3.04% |
$238K - $298K
|
149K
$10.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.33KNew |
$235K - $294K
|
4.33K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.33K+ 81.32% |
$235K - $294K
|
9.66K
$710K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.31K+ 6.48% |
$234K - $293K
|
70.9K
$5.21M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.23K+ 8.44% |
$230K - $288K
|
54.4K
$4M
|
|
|
Aug 07, 2025
Q2 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
4.13K+ 1.46% |
$224K - $280K
|
286K
$21M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.8KNew |
$206K - $258K
|
3.8K
$279K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.43KNew |
$186K - $233K
|
3.43K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.36K+ 2.79% |
$182K - $228K
|
124K
$9.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.34KNew |
$181K - $227K
|
3.34K
$245K
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.25K+ 5.53% |
$177K - $221K
|
62.1K
$4.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.16KNew |
$172K - $215K
|
3.16K
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.97K+ 20.7% |
$161K - $202K
|
17.3K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.69K+ 24.69% |
$146K - $183K
|
13.6K
$997K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.36KNew |
$128K - $160K
|
2.36K
$173K
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.16K+ 2.64% |
$117K - $147K
|
84K
$6.17M
|