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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.41% |
$97.4 - $112
|
485
$33.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.49% |
$48.7 - $56.1
|
207
$14.5K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-4Closed |
$195 - $224
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5- 0.55% |
$244 - $280
|
902
$63K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-12- 0.14% |
$585 - $673
|
8.61K
$601K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-100- 1.71% |
$4.87K - $5.61K
|
5.74K
$401K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-114- 0.65% |
$5.55K - $6.39K
|
17.4K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-118- 1.97% |
$5.75K - $6.62K
|
5.86K
$410K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-152- 2.83% |
$7.41K - $8.52K
|
5.22K
$365K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-265- 2.57% |
$12.9K - $14.9K
|
10K
$702K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-300- 4.05% |
$14.6K - $16.8K
|
7.11K
$497K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-346- 2.56% |
$16.9K - $19.4K
|
13.2K
$922K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-392- 0.61% |
$19.1K - $22K
|
63.4K
$4.43M
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-449- 4.9% |
$21.9K - $25.2K
|
8.72K
$609K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-489- 7.53% |
$23.8K - $27.4K
|
6K
$419K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-699- 11.81% |
$34.1K - $39.2K
|
5.22K
$365K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-737- 3.31% |
$35.9K - $41.3K
|
21.5K
$1.5M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.32K- 7.62% |
$64.2K - $73.9K
|
16K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.56K- 6.47% |
$75.9K - $87.3K
|
22.5K
$1.57M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.62K- 48.07% |
$79.1K - $91K
|
1.75K
$122K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.09K- 38.54% |
$102K - $117K
|
3.34K
$233K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.09K- 38.54% |
$102K - $117K
|
3.34K
$233K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.1K- 7.51% |
$151K - $174K
|
38.2K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.59K- 47.43% |
$175K - $201K
|
3.98K
$278K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.01K- 25.38% |
$195K - $225K
|
11.8K
$824K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-4.6K- 4.13% |
$224K - $258K
|
107K
$7.46M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.8K- 13.42% |
$331K - $381K
|
43.8K
$3.06M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.14K- 18.78% |
$445K - $513K
|
39.5K
$2.76M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-9.99K- 99.9% |
$487K - $560K
|
10
$699
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-12.7K- 7.16% |
$619K - $713K
|
165K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13K- 26.06% |
$635K - $731K
|
37K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.4K- 1.99% |
$699K - $805K
|
708K
$49.4M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15K- 2.93% |
$729K - $839K
|
495K
$34.6M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-17.5K- 9.51% |
$850K - $979K
|
166K
$11.6M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-26.1K- 5.37% |
$1.27M - $1.46M
|
460K
$32.1M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.6K- 61.81% |
$1.39M - $1.61M
|
17.7K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-34.8K- 6.23% |
$1.69M - $1.95M
|
523K
$36.5M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-37.8K- 44.41% |
$1.84M - $2.12M
|
47.4K
$3.31M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-43.9K- 1.14% |
$2.14M - $2.46M
|
3.82M
$267M
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-52.8K- 46.25% |
$2.57M - $2.96M
|
61.4K
$4.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-91.9K- 41.19% |
$4.48M - $5.15M
|
131K
$9.17M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-194K- 85.16% |
$9.45M - $10.9M
|
33.8K
$2.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-770K- 39.59% |
$37.5M - $43.2M
|
1.17M
$82.1M
|