Purchases and Sales Made in Q1 2023 in Ishares Msci Usa Small Cap Mul (SMLF)
This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Mul (SMLF) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA SMALL-CAP MUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
476KNew |
$23.2M - $26.7M
|
476K
$32.4M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
387K+ 7.82% |
$18.8M - $21.7M
|
5.33M
$364M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
280K+ 5.81% |
$13.7M - $15.7M
|
5.1M
$348M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
92.5KNew |
$4.51M - $5.19M
|
92.5K
$6.31M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
78.8K+ 60.55% |
$3.84M - $4.42M
|
209K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
27KNew |
$1.32M - $1.52M
|
27K
$1.84M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
22K+ 17.76% |
$1.07M - $1.23M
|
146K
$9.95M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
15.7K+ 7.07% |
$763K - $878K
|
237K
$16.2M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
9.99K+ 99890.0% |
$487K - $560K
|
10K
$682K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.63K+ 47.18% |
$469K - $540K
|
30K
$2.05M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
9.02K+ 22.0% |
$439K - $506K
|
50K
$3.41M
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
8.36K+ 4.27% |
$407K - $469K
|
204K
$13.9M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.2K+ 83.66% |
$302K - $348K
|
13.6K
$928K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.16K+ 4.55% |
$300K - $345K
|
141K
$9.64M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.79K+ 26.7% |
$233K - $268K
|
22.7K
$1.55M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.54K+ 19.14% |
$221K - $255K
|
28.3K
$1.93M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.39K+ 1098.25% |
$214K - $246K
|
4.79K
$327K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.94KNew |
$192K - $221K
|
3.94K
$269K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.5K+ 12.04% |
$170K - $196K
|
32.5K
$2.22M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.3K+ 0.8% |
$161K - $185K
|
417K
$28.5M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
2.96K+ 296300.0% |
$144K - $166K
|
2.96K
$202K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.96K+ 68.78% |
$144K - $166K
|
7.25K
$494K
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.81K+ 2.91% |
$137K - $157K
|
99.1K
$6.76M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.02K+ 10.13% |
$98.3K - $113K
|
21.9K
$1.5M
|
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1.6K+ 15.24% |
$78K - $89.8K
|
12.1K
$825K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.42K+ 1.91% |
$68.9K - $79.4K
|
75.6K
$5.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.34KNew |
$65.1K - $75K
|
1.34K
$91.1K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.3K+ 2.51% |
$63.1K - $72.6K
|
52.8K
$3.6M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.18KNew |
$57.2K - $65.9K
|
1.18K
$80.1K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1K+ 2.97% |
$48.8K - $56.2K
|
34.8K
$2.37M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
729New |
$35.5K - $40.9K
|
729
$49.7K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
661+ 3.54% |
$32.2K - $37.1K
|
19.3K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
527+ 6.71% |
$25.7K - $29.6K
|
8.38K
$571K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
516+ 6.71% |
$25.1K - $28.9K
|
8.21K
$560K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
401+ 2.67% |
$19.5K - $22.5K
|
15.4K
$1.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
300+ 149.25% |
$14.6K - $16.8K
|
501
$34.2K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
281+ 2.31% |
$13.7K - $15.8K
|
12.5K
$849K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
242+ 1.36% |
$11.8K - $13.6K
|
18K
$1.23M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
179New |
$8.72K - $10K
|
179
$12.2K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
173New |
$8.43K - $9.7K
|
173
$11.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
172New |
$8.38K - $9.65K
|
172
$11.7K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
123+ 1.17% |
$5.99K - $6.9K
|
10.6K
$723K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
113+ 0.19% |
$5.51K - $6.34K
|
58.5K
$3.99M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
113+ 0.19% |
$5.51K - $6.34K
|
58.5K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
79+ 0.05% |
$3.85K - $4.43K
|
146K
$9.95M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
77+ 0.34% |
$3.75K - $4.32K
|
22.5K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
72New |
$3.51K - $4.04K
|
72
$4.91K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
56New |
$2.73K - $3.14K
|
56
$3.82K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
46+ 1.05% |
$2.24K - $2.58K
|
4.41K
$301K
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
45+ 0.07% |
$2.19K - $2.52K
|
61.3K
$4.18M
|