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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.71K- 35.13% |
$165K - $194K
|
5.01K
$347K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.73K- 3.34% |
$106K - $124K
|
50.2K
$3.47M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.16K- 1.52% |
$70.8K - $83K
|
75.5K
$5.22M
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.16K- 1.99% |
$70.7K - $82.9K
|
57.2K
$3.96M
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.05K- 5.55% |
$64K - $75K
|
17.9K
$1.24M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-719- 1.79% |
$43.8K - $51.3K
|
39.5K
$2.73M
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-598- 79.1% |
$36.4K - $42.7K
|
158
$10.9K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-384- 2.24% |
$23.4K - $27.4K
|
16.8K
$1.16M
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-212- 5.13% |
$12.9K - $15.1K
|
3.92K
$272K
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-142- 10.34% |
$8.65K - $10.1K
|
1.23K
$85.2K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-28- 13.15% |
$1.71K - $2K
|
185
$12.8K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5- 8.93% |
$305 - $357
|
51
$3.53K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-78.3K- 64.97% |
$5.12M - $5.81M
|
42.3K
$2.92M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.44K- 36.95% |
$224K - $255K
|
5.86K
$406K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.23K- 19.23% |
$80.5K - $91.4K
|
5.17K
$358K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.14K- 6.04% |
$74.3K - $84.4K
|
17.7K
$1.23M
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-381- 6.08% |
$24.9K - $28.3K
|
5.88K
$407K
|
|
Q3 2024 | |||||||
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-7.92K- 26.37% |
$476K - $528K
|
22.1K
$1.53M
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.92K- 26.73% |
$116K - $128K
|
5.27K
$365K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-371- 8.75% |
$22.3K - $24.7K
|
3.87K
$268K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-55- 28.8% |
$3.31K - $3.66K
|
136
$9.41K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.79K- 0.95% |
$281K - $305K
|
499K
$34.6M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.58K- 19.33% |
$210K - $227K
|
14.9K
$1.03M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.17K- 49.95% |
$127K - $138K
|
2.17K
$150K
|
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-114- 3.06% |
$6.69K - $7.25K
|
3.61K
$250K
|
|
Q1 2024 | |||||||
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-7.3K- 48.48% |
$412K - $464K
|
7.76K
$537K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-269- 1.38% |
$15.2K - $17.1K
|
19.3K
$1.33M
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.01K- 67.49% |
$48.2K - $59.9K
|
485
$33.6K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.56K- 65.32% |
$487K - $541K
|
5.07K
$351K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-961- 58.74% |
$49K - $54.4K
|
675
$46.7K
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-97- 1.7% |
$4.95K - $5.49K
|
5.6K
$388K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-489- 7.53% |
$23.8K - $27.4K
|
6K
$415K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5- 0.55% |
$244 - $280
|
902
$62.4K
|
|
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
$7.32M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-359- 15.65% |
$16.5K - $19.1K
|
1.94K
$134K
|
|
Q3 2022 | |||||||
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-11.2K- 12.8% |
$493K - $602K
|
76.2K
$5.27M
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-507- 24.8% |
$22.4K - $27.3K
|
1.54K
$106K
|
|
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
|
|
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
$348K
|
|
Q1 2022 | |||||||
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
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.5KClosed |
$179K - $203K
|
0
$0
|