Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-113K- 3.07% |
$7.4M - $8.4M
|
3.57M
$253M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-64.5K- 24.77% |
$4.21M - $4.78M
|
196K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-52.7K- 22.8% |
$3.44M - $3.91M
|
179K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25.9K- 10.47% |
$1.69M - $1.92M
|
222K
$15.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-22.9K- 6.41% |
$1.5M - $1.7M
|
334K
$23.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-20.8K- 50.11% |
$1.36M - $1.54M
|
20.7K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-19.6K- 4.19% |
$1.28M - $1.45M
|
447K
$31.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-8.14K- 5.52% |
$531K - $603K
|
139K
$9.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-8.11K- 47.68% |
$529K - $601K
|
8.9K
$629K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-7.62K- 6.27% |
$498K - $565K
|
114K
$8.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7.54K- 10.39% |
$492K - $559K
|
65K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.38K- 57.75% |
$482K - $547K
|
5.4K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.88K- 7.13% |
$384K - $436K
|
76.6K
$5.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.15K- 9.03% |
$336K - $382K
|
51.9K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.27K- 21.64% |
$279K - $317K
|
15.5K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.44K- 36.95% |
$224K - $255K
|
5.86K
$415K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.37K- 19.41% |
$220K - $250K
|
14K
$991K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.95K- 12.32% |
$127K - $145K
|
13.9K
$983K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.9K- 9.11% |
$124K - $141K
|
18.9K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.37K- 1.65% |
$89.4K - $102K
|
81.8K
$5.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.29K- 5.17% |
$84.4K - $95.9K
|
23.7K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.23K- 19.23% |
$80.5K - $91.4K
|
5.17K
$366K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.22K- 6.14% |
$79.4K - $90.1K
|
18.6K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.15K- 21.77% |
$75.2K - $85.3K
|
4.14K
$293K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.14K- 6.04% |
$74.3K - $84.4K
|
17.7K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.08K- 3.45% |
$70.6K - $80.2K
|
30.2K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.08K- 7.63% |
$70.6K - $80.2K
|
13.1K
$926K
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-1.06K- 0.3% |
$69.3K - $78.7K
|
353K
$24.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.02K- 16.86% |
$66.7K - $75.7K
|
5.04K
$356K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-991- 2.93% |
$64.7K - $73.5K
|
32.9K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-849- 0.31% |
$55.4K - $63K
|
273K
$19.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-630- 8.14% |
$41.1K - $46.7K
|
7.11K
$503K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-620- 7.15% |
$40.5K - $46K
|
8.05K
$570K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-381- 6.08% |
$24.9K - $28.3K
|
5.88K
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-362- 7.25% |
$23.6K - $26.8K
|
4.63K
$327K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-304- 3.72% |
$19.9K - $22.5K
|
7.86K
$556K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-286- 1.84% |
$18.7K - $21.2K
|
15.3K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-279- 3.35% |
$18.2K - $20.7K
|
8.05K
$569K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-252- 0.13% |
$16.5K - $18.7K
|
190K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-160- 3.57% |
$10.4K - $11.9K
|
4.33K
$306K
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-125- 0.17% |
$8.16K - $9.27K
|
75.3K
$5.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-119- 1.32% |
$7.77K - $8.82K
|
8.92K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-50- 5.0% |
$3.27K - $3.71K
|
950
$67.2K
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-7.92K- 26.37% |
$476K - $528K
|
22.1K
$1.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.92K- 26.73% |
$116K - $128K
|
5.27K
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-371- 8.75% |
$22.3K - $24.7K
|
3.87K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-302- 0.8% |
$18.2K - $20.1K
|
37.6K
$2.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-55- 28.8% |
$3.31K - $3.66K
|
136
$9.62K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-50- 1.48% |
$3.01K - $3.33K
|
3.33K
$236K
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-20- 28.57% |
$1.2K - $1.33K
|
50
$3.54K
|
|