Latest Institutional Purchases of Ishares Msci Usa Small Cap Mul (SMLF)

SMLF Quotes by TradingView

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 23, 2025 Q1 2025
Western Financial Corp/Ca

San Diego, CA
BUY
 -
2
+ 0.06%
$122 - $143
3.57K $235K
May 12, 2025 Q1 2025
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1
+ 0.14%
$60.9 - $71.4
698 $45.9K
May 14, 2025 Q1 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q4 2024
Jan 30, 2025 Q4 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
29.5K
New
$1.93M - $2.19M
29.5K $1.94M
Feb 14, 2025 Q4 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
27.5K
+ 109.78%
$1.8M - $2.04M
52.6K $3.46M
Feb 14, 2025 Q4 2024
Flow Traders U.S. LLC

New York, NY
BUY
 -
13K
New
$852K - $967K
13K $858K
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
4.39K
+ 2.7%
$287K - $325K
167K $11M
Feb 13, 2025 Q4 2024
Kdk Private Wealth Management, LLC

Houston, TX
BUY
 -
3.5K
New
$229K - $260K
3.5K $230K
Feb 10, 2025 Q4 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
2.89K
New
$188K - $214K
2.89K $190K
Feb 24, 2025 Q4 2024
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
2.02K
New
$132K - $150K
2.02K $133K
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.36K
+ 19428.57%
$88.8K - $101K
1.37K $89.9K
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
616
New
$40.2K - $45.7K
616 $40.5K
Feb 14, 2025 Q4 2024
Morse Asset Management, Inc

Darien, CT
BUY
 -
569
New
$37.2K - $42.2K
569 $37.4K
Jan 13, 2025 Q4 2024
Abound Wealth Management

Franklin, TN
BUY
 -
341
New
$22.3K - $25.3K
341 $22.4K
Feb 11, 2025 Q4 2024
Millstone Evans Group, LLC

Boulder, CO
BUY
 -
212
New
$13.8K - $15.7K
212 $13.9K
Jan 29, 2025 Q4 2024
Leavell Investment Management, Inc.

BUY
 -
210
+ 6.95%
$13.7K - $15.6K
3.23K $213K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
190
+ 633.33%
$12.4K - $14.1K
220 $14.5K
Feb 14, 2025 Q4 2024
Qube Research & Technologies LTD

London, X0
BUY
 -
90
+ 42.06%
$5.88K - $6.67K
304 $20K
Jan 31, 2025 Q4 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
68
+ 20.06%
$4.44K - $5.04K
407 $26.8K
Jan 15, 2025 Q4 2024
Arkadios Wealth Advisors

BUY
 -
14
+ 0.45%
$914 - $1.04K
3.11K $205K
Feb 12, 2025 Q4 2024
Citigroup Inc

BUY
 -
5
New
$327 - $371
5 $329
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
1
+ 1.43%
$65.3 - $74.2
71 $4.67K
Q3 2024
Nov 14, 2024 Q3 2024
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
145K
New
$8.73M - $9.67M
145K $9.56M
Oct 30, 2024 Q3 2024
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
8.73K
New
$525K - $581K
8.73K $575K
Nov 07, 2024 Q3 2024
Gyl Financial Synergies, LLC

BUY
 -
5.27K
+ 2.1%
$317K - $351K
257K $16.9M
Nov 12, 2024 Q3 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
3.24K
New
$194K - $215K
3.24K $213K
Nov 13, 2024 Q3 2024
Cadence Bank

Tupelo, MS
BUY
 -
3.16K
New
$190K - $210K
3.16K $208K
Oct 09, 2024 Q3 2024
Selective Wealth Management, Inc.

BUY
 -
3.1K
New
$186K - $206K
3.1K $204K
Nov 12, 2024 Q3 2024
Cbiz Investment Advisory Services, LLC

BUY
 -
1.85K
+ 132.47%
$111K - $123K
3.25K $214K
Oct 25, 2024 Q3 2024
S.A. Mason LLC

BUY
 -
1.47K
New
$88K - $97.5K
1.47K $96.4K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
943
+ 2.79%
$56.7K - $62.8K
34.7K $2.28M
Oct 25, 2024 Q3 2024
Aspire Private Capital, LLC

BUY
 -
289
+ 71.53%
$17.4K - $19.2K
693 $45.6K
Nov 12, 2024 Q3 2024
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
141
+ 3.93%
$8.47K - $9.39K
3.73K $245K
Oct 31, 2024 Q3 2024
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
138
+ 7.31%
$8.29K - $9.19K
2.03K $133K
Nov 14, 2024 Q3 2024
Geneos Wealth Management Inc.

BUY
 -
55
New
$3.31K - $3.66K
55 $3.62K
Q2 2024
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
2.85K
New
$167K - $181K
2.85K $188K
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
1.5K
New
$87.8K - $95.1K
1.5K $98.4K
Jul 12, 2024 Q2 2024
Optimum Investment Advisors

BUY
 -
250
New
$14.7K - $15.9K
250 $16.5K
Aug 13, 2024 Q2 2024
Assetmark, Inc

BUY
 -
79
New
$4.64K - $5.02K
79 $5.2K
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
13.7K
+ 21.83%
$773K - $871K
76.4K $5.03M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
6.73K
+ 65.73%
$380K - $428K
17K $1.12M
Apr 29, 2024 Q1 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
2.45K
New
$138K - $156K
2.45K $161K
May 10, 2024 Q1 2024
Cibc Private Wealth Group, LLC

BUY
 -
812
New
$45.9K - $51.6K
812 $53.4K
Apr 24, 2024 Q1 2024
Central Trust CO

Jefferson City, MO
BUY
 -
753
New
$42.5K - $47.9K
753 $49.5K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
687
New
$38.8K - $43.7K
687 $45.2K
May 09, 2024 Q1 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
67
New
$3.78K - $4.26K
67 $4.41K
Apr 11, 2024 Q1 2024
City State Bank

Norwalk, IA
BUY
 -
35
New
$1.98K - $2.23K
35 $2.3K
Apr 12, 2024 Q1 2024
Northwest Investment Counselors, LLC

BUY
 -
9
New
$508 - $572
9 $592
May 08, 2024 Q1 2024
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
1
New
$56.5 - $63.6
1 $65.8

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