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 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
250New |
$13.6K - $17K
|
250
$17.3K
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
201New |
$10.9K - $13.7K
|
201
$13.9K
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
198+ 1.06% |
$10.7K - $13.5K
|
18.9K
$1.31M
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
157New |
$8.52K - $10.7K
|
157
$10.9K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
134+ 11.29% |
$7.27K - $9.11K
|
1.32K
$91.4K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
129+ 2.09% |
$7K - $8.77K
|
6.29K
$435K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
119New |
$6.46K - $8.09K
|
119
$8.24K
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
115+ 3.56% |
$6.24K - $7.81K
|
3.35K
$232K
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
103+ 0.28% |
$5.59K - $7K
|
36.3K
$2.51M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
95New |
$5.16K - $6.46K
|
95
$6.57K
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
76New |
$4.13K - $5.16K
|
76
$5.26K
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
48+ 28.57% |
$2.61K - $3.26K
|
216
$14.9K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
39+ 1.15% |
$2.12K - $2.65K
|
3.44K
$238K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
37New |
$2.01K - $2.51K
|
37
$2.56K
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
34+ 23.94% |
$1.85K - $2.31K
|
176
$12.2K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29New |
$1.57K - $1.97K
|
29
$2.01K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
16+ 7.24% |
$868 - $1.09K
|
237
$16.4K
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8+ 0.19% |
$434 - $544
|
4.16K
$288K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
8New |
$434 - $544
|
8
$554
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 9.8% |
$271 - $340
|
56
$3.88K
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5+ 0.08% |
$271 - $340
|
6.67K
$461K
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.29% |
$109 - $136
|
700
$48.4K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
21.2KNew |
$1.29M - $1.51M
|
21.2K
$1.47M
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
18.7KNew |
$1.14M - $1.33M
|
18.7K
$1.29M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.4K+ 9.74% |
$936K - $1.1M
|
173K
$12M
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
10.3K+ 2.91% |
$625K - $733K
|
363K
$25.1M
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.51KNew |
$335K - $393K
|
5.51K
$381K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
5.23KNew |
$318K - $373K
|
5.23K
$362K
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.88KNew |
$297K - $349K
|
4.88K
$338K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.77K+ 87.32% |
$291K - $341K
|
10.2K
$709K
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.56KNew |
$217K - $254K
|
3.56K
$246K
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.52K+ 27.9% |
$92.8K - $109K
|
6.98K
$483K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.42KNew |
$86.4K - $101K
|
1.42K
$98.1K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
846+ 15.79% |
$51.5K - $60.4K
|
6.2K
$429K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
566New |
$34.5K - $40.4K
|
566
$39.2K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
454New |
$27.7K - $32.4K
|
454
$31.4K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
90New |
$5.48K - $6.43K
|
90
$6.23K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
88New |
$5.36K - $6.28K
|
88
$6.09K
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
65New |
$3.96K - $4.64K
|
65
$4.5K
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
50New |
$3.05K - $3.57K
|
50
$3.46K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
48New |
$2.92K - $3.43K
|
48
$3.32K
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
40+ 0.26% |
$2.44K - $2.86K
|
15.4K
$1.07M
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
40New |
$2.44K - $2.86K
|
40
$2.77K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
24New |
$1.46K - $1.71K
|
24
$1.66K
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
12+ 0.28% |
$731 - $857
|
4.34K
$300K
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2+ 0.06% |
$122 - $143
|
3.57K
$247K
|
|
Q4 2024 | |||||||
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
29.5KNew |
$1.93M - $2.19M
|
29.5K
$2.04M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13KNew |
$852K - $967K
|
13K
$903K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.39K+ 2.7% |
$287K - $325K
|
167K
$11.5M
|