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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
628+ 1.0% |
$35.5K - $39.9K
|
63.1K
$3.84M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
583New |
$32.9K - $37.1K
|
583
$35.5K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
481+ 34.31% |
$27.2K - $30.6K
|
1.88K
$115K
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
465+ 2.3% |
$26.3K - $29.6K
|
20.6K
$1.26M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
283+ 0.36% |
$16K - $18K
|
77.9K
$4.75M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
280New |
$15.8K - $17.8K
|
280
$17.1K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
268+ 7.22% |
$15.1K - $17K
|
3.98K
$242K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
194+ 4.44% |
$11K - $12.3K
|
4.56K
$278K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
191New |
$10.8K - $12.1K
|
191
$11.6K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
184+ 0.69% |
$10.4K - $11.7K
|
27K
$1.64M
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
161+ 2.6% |
$9.09K - $10.2K
|
6.36K
$388K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
136+ 1.6% |
$7.68K - $8.65K
|
8.62K
$525K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
117+ 1.9% |
$6.61K - $7.44K
|
6.27K
$382K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
87+ 0.24% |
$4.91K - $5.53K
|
35.7K
$2.18M
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
82+ 0.03% |
$4.63K - $5.21K
|
263K
$16M
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
67+ 0.35% |
$3.78K - $4.26K
|
19.3K
$1.17M
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
67New |
$3.78K - $4.26K
|
67
$4.08K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
35New |
$1.98K - $2.23K
|
35
$2.13K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
33+ 0.08% |
$1.86K - $2.1K
|
43.3K
$2.63M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16+ 0.27% |
$904 - $1.02K
|
5.85K
$356K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
9New |
$508 - $572
|
9
$548
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4+ 0.22% |
$226 - $254
|
1.79K
$109K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.2% |
$56.5 - $63.6
|
490
$29.8K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1New |
$56.5 - $63.6
|
1
$60.9
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.28% |
$56.5 - $63.6
|
359
$21.9K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
39.2KNew |
$1.88M - $2.33M
|
39.2K
$2.39M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
17.8KNew |
$851K - $1.06M
|
17.8K
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.3K+ 133.57% |
$829K - $1.03M
|
30.3K
$1.85M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.4KNew |
$258K - $321K
|
5.4K
$329K
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
4.12K+ 4.51% |
$197K - $245K
|
95.4K
$5.81M
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
3.66KNew |
$175K - $218K
|
3.66K
$223K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.57KNew |
$171K - $212K
|
3.57K
$217K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$71.6K - $89K
|
1.5K
$91.1K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
548New |
$26.2K - $32.6K
|
548
$33.4K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
400+ 66.56% |
$19.1K - $23.8K
|
1K
$61K
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
216New |
$10.3K - $12.9K
|
216
$13.2K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
207New |
$9.9K - $12.3K
|
207
$12.6K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
61New |
$2.92K - $3.63K
|
61
$3.71K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.41KNew |
$327K - $363K
|
6.41K
$391K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.71KNew |
$240K - $267K
|
4.71K
$287K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.19KNew |
$60.4K - $67.1K
|
1.19K
$72.2K
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
809New |
$41.3K - $45.8K
|
809
$49.3K
|
|
Nov 03, 2023
Q3 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
677+ 5.58% |
$34.5K - $38.3K
|
12.8K
$781K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
378New |
$19.3K - $21.4K
|
378
$23K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
150New |
$7.65K - $8.49K
|
150
$9.14K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
70New |
$3.57K - $3.96K
|
70
$4.26K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
57+ 28.22% |
$2.91K - $3.23K
|
259
$15.8K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$2.55K - $2.83K
|
50
$3.05K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
27New |
$1.38K - $1.53K
|
27
$1.64K
|