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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-356K- 92.56% |
$20.9M - $22.6M
|
28.6K
$1.9M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-218K- 50.11% |
$12.8M - $13.9M
|
217K
$14.4M
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-198K- 4.97% |
$11.6M - $12.6M
|
3.78M
$250M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-43.6K- 73.02% |
$2.56M - $2.78M
|
16.1K
$1.07M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.1K- 6.13% |
$1.12M - $1.21M
|
292K
$19.4M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15K- 43.48% |
$878K - $951K
|
19.4K
$1.29M
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-11.9K- 4.52% |
$698K - $756K
|
251K
$16.7M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9K- 3.67% |
$528K - $572K
|
236K
$15.6M
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-8.04K- 9.14% |
$472K - $511K
|
79.9K
$5.3M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.46K- 9.57% |
$438K - $474K
|
70.5K
$4.67M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.46K- 3.38% |
$321K - $347K
|
156K
$10.3M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.79K- 0.95% |
$281K - $305K
|
499K
$33.1M
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.59K- 32.06% |
$270K - $292K
|
9.73K
$645K
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-3.95K- 20.51% |
$232K - $251K
|
15.3K
$1.02M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.58K- 19.33% |
$210K - $227K
|
14.9K
$989K
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-3.18K- 5.22% |
$187K - $202K
|
57.8K
$3.83M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3K- 3.49% |
$176K - $191K
|
82.9K
$5.5M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.17K- 49.95% |
$127K - $138K
|
2.17K
$144K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.82K- 6.75% |
$107K - $116K
|
25.2K
$1.67M
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.72K- 1.85% |
$101K - $109K
|
91.3K
$6.05M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-890- 1.47% |
$52.3K - $56.6K
|
59.5K
$3.95M
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-888- 8.79% |
$52.1K - $56.5K
|
9.21K
$611K
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-790- 4.11% |
$46.4K - $50.2K
|
18.4K
$1.22M
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-688- 1.78% |
$40.4K - $43.8K
|
38K
$2.52M
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-644- 0.14% |
$37.8K - $41K
|
456K
$30.2M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-625- 38.46% |
$36.7K - $39.8K
|
1K
$66.3K
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-553- 28.34% |
$32.5K - $35.2K
|
1.4K
$92.7K
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-538- 0.67% |
$31.6K - $34.2K
|
79.2K
$5.25M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-331- 28.56% |
$19.4K - $21.1K
|
828
$54.9K
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-255- 0.98% |
$15K - $16.2K
|
25.8K
$1.71M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-251- 2.63% |
$14.7K - $16K
|
9.29K
$616K
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-240- 4.34% |
$14.1K - $15.3K
|
5.29K
$351K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-179- 2.21% |
$10.5K - $11.4K
|
7.92K
$525K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-147- 0.91% |
$8.63K - $9.35K
|
16K
$1.06M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-140- 3.45% |
$8.22K - $8.9K
|
3.92K
$260K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-39- 0.91% |
$2.29K - $2.48K
|
4.24K
$281K
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-15- 0.05% |
$881 - $954
|
30K
$1.99M
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-10- 0.13% |
$587 - $636
|
7.72K
$512K
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-10- 1.31% |
$587 - $636
|
756
$50.1K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54K- 91.53% |
$3.05M - $3.44M
|
5K
$331K
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-7.3K- 48.48% |
$412K - $464K
|
7.76K
$515K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.58K- 51.4% |
$259K - $291K
|
4.33K
$287K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4K- 17.78% |
$226K - $254K
|
18.5K
$1.23M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-269- 1.38% |
$15.2K - $17.1K
|
19.3K
$1.28M
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.52K- 39.14% |
$168K - $209K
|
5.47K
$362K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.01K- 67.49% |
$48.2K - $59.9K
|
485
$32.2K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-100- 2.87% |
$4.79K - $5.95K
|
3.38K
$224K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-17- 89.47% |
$813 - $1.01K
|
2
$133
|
|
Q3 2023 | |||||||
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-65.9K- 52.53% |
$3.36M - $3.73M
|
59.6K
$3.95M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.56K- 65.32% |
$487K - $541K
|
5.07K
$336K
|