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 |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-275K- 98.39% |
$16.7M - $19.6M
|
4.49K
$295K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-146K- 65.87% |
$8.9M - $10.4M
|
75.7K
$4.98M
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-113K- 81.2% |
$6.89M - $8.08M
|
26.2K
$1.72M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-64.7K- 23.71% |
$3.94M - $4.62M
|
208K
$13.7M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-43.1K- 22.01% |
$2.62M - $3.08M
|
153K
$10M
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-40.7KClosed |
$2.48M - $2.9M
|
0
$0
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-28.4K- 6.05% |
$1.73M - $2.03M
|
441K
$29M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.1K- 14.62% |
$1.59M - $1.86M
|
152K
$10M
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-19K- 50.39% |
$1.16M - $1.35M
|
18.7K
$1.23M
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-14.9K- 80.73% |
$909K - $1.07M
|
3.56K
$235K
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-9.06K- 4.46% |
$552K - $647K
|
194K
$12.8M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.46K- 3.93% |
$454K - $533K
|
183K
$12M
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-7.44K- 19.13% |
$453K - $531K
|
31.4K
$2.07M
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-6.57K- 1.16% |
$400K - $469K
|
562K
$36.9M
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.51K- 8.48% |
$336K - $394K
|
59.5K
$3.91M
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-4.56K- 7.19% |
$278K - $325K
|
58.9K
$3.87M
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-4.22K- 1.04% |
$257K - $301K
|
403K
$26.5M
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-3.98K- 4.87% |
$242K - $284K
|
77.8K
$5.12M
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-3.84K- 5.42% |
$234K - $274K
|
67K
$4.41M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.62K- 11.02% |
$221K - $259K
|
29.2K
$1.92M
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.81K- 35.76% |
$171K - $201K
|
5.05K
$332K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.71K- 35.13% |
$165K - $194K
|
5.01K
$329K
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.27K- 21.83% |
$138K - $162K
|
8.13K
$535K
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.92K- 13.68% |
$117K - $137K
|
12.1K
$796K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.73K- 3.34% |
$106K - $124K
|
50.2K
$3.3M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.43K- 11.97% |
$87K - $102K
|
10.5K
$691K
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.35K- 4.55% |
$82.4K - $96.5K
|
28.4K
$1.87M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.25K- 23.12% |
$76K - $89.1K
|
4.15K
$273K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.16K- 1.52% |
$70.8K - $83K
|
75.5K
$4.97M
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.16K- 1.99% |
$70.7K - $82.9K
|
57.2K
$3.76M
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.05K- 5.55% |
$64K - $75K
|
17.9K
$1.18M
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-954- 1.66% |
$58.1K - $68.1K
|
56.5K
$3.72M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-922- 11.45% |
$56.2K - $65.8K
|
7.13K
$469K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-850- 3.61% |
$51.8K - $60.7K
|
22.7K
$1.49M
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-762- 16.98% |
$46.4K - $54.4K
|
3.73K
$245K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-719- 1.79% |
$43.8K - $51.3K
|
39.5K
$2.6M
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-652- 6.25% |
$39.7K - $46.6K
|
9.78K
$643K
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-598- 79.1% |
$36.4K - $42.7K
|
158
$10.4K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-577- 2.3% |
$35.1K - $41.2K
|
24.5K
$1.61M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-523- 9.0% |
$31.9K - $37.3K
|
5.29K
$348K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-518- 3.4% |
$31.6K - $37K
|
14.7K
$969K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-434- 5.39% |
$26.4K - $31K
|
7.61K
$501K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-390- 5.89% |
$23.8K - $27.8K
|
6.24K
$410K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-384- 2.24% |
$23.4K - $27.4K
|
16.8K
$1.1M
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-343- 1.66% |
$20.9K - $24.5K
|
20.4K
$1.34M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-296- 4.25% |
$18K - $21.1K
|
6.66K
$438K
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-212- 5.13% |
$12.9K - $15.1K
|
3.92K
$258K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-200- 3.73% |
$12.2K - $14.3K
|
5.16K
$339K
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-176- 0.23% |
$10.7K - $12.6K
|
75.1K
$4.94M
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-142- 10.34% |
$8.65K - $10.1K
|
1.23K
$81K
|