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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
SELL
|
- |
-3.04K- 68.87% |
$155K - $172K
|
1.37K
$91K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-961- 58.74% |
$49K - $54.4K
|
675
$44.8K
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-97- 1.7% |
$4.95K - $5.49K
|
5.6K
$371K
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.95K- 23.73% |
$94.7K - $104K
|
6.26K
$415K
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-590- 12.46% |
$28.7K - $31.6K
|
4.15K
$275K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-188- 1.08% |
$9.14K - $10.1K
|
17.2K
$1.14M
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-489- 7.53% |
$23.8K - $27.4K
|
6K
$398K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5- 0.55% |
$244 - $280
|
902
$59.8K
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-4Closed |
$195 - $224
|
0
$0
|
|
Q4 2022 | |||||||
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-22.7K- 17.69% |
$1.04M - $1.21M
|
106K
$7.01M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-359- 15.65% |
$16.5K - $19.1K
|
1.94K
$128K
|
|
Q3 2022 | |||||||
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-11.2K- 12.8% |
$493K - $602K
|
76.2K
$5.05M
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-507- 24.8% |
$22.4K - $27.3K
|
1.54K
$102K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4.57KClosed |
$211K - $252K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.1KClosed |
$189K - $226K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-3.95KClosed |
$182K - $218K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.13KClosed |
$144K - $173K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.6KClosed |
$73.8K - $88.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.27KClosed |
$58.6K - $70.1K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-348Closed |
$16K - $19.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-288Closed |
$13.3K - $15.9K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-208Closed |
$9.59K - $11.5K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-200- 3.83% |
$9.22K - $11K
|
5.02K
$333K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-104KClosed |
$5.33M - $6.03M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.8KClosed |
$451K - $510K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6.24KClosed |
$320K - $362K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.9KClosed |
$200K - $226K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-3.74KClosed |
$192K - $217K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.6KClosed |
$184K - $208K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.5KClosed |
$179K - $203K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.5KClosed |
$179K - $203K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-3.09KClosed |
$160K - $175K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-112Closed |
$5.8K - $6.18K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.8KClosed |
$217K - $258K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.67KClosed |
$212K - $251K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-3.37KClosed |
$153K - $181K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-599Closed |
$27.1K - $32.2K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-51Closed |
$2.31K - $2.74K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-20Closed |
$905 - $1.07K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-16Closed |
$724 - $860
|
0
$0
|
|
Q4 2020 | |||||||
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2020 | |||||||
Oct 20, 2020
Q3 2020
|
Pflug Koory, LLC
|
SELL
|
- |
-1.23KClosed |
$42.7K - $48.3K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-750Closed |
$26.1K - $29.5K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-20Closed |
$695 - $786
|
0
$0
|
|
Q2 2020 | |||||||
Jul 20, 2020
Q2 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-14.1KClosed |
$386K - $543K
|
0
$0
|
|
Feb 11, 2021
Q2 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.3KClosed |
$63.1K - $88.7K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.29KClosed |
$62.8K - $88.3K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-246Closed |
$6.75K - $9.49K
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-11Closed |
$302 - $424
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-117KClosed |
$2.98M - $5.12M
|
0
$0
|