Purchases and Sales Made in Q1 2024 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 2024. 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 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
693+ 13.07% |
$39.1K - $44.1K
|
6K
$419K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
687New |
$38.8K - $43.7K
|
687
$48K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
628+ 1.0% |
$35.5K - $39.9K
|
63.1K
$4.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
583New |
$32.9K - $37.1K
|
583
$40.7K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
481+ 34.31% |
$27.2K - $30.6K
|
1.88K
$132K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
465+ 2.3% |
$26.3K - $29.6K
|
20.6K
$1.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
283+ 0.36% |
$16K - $18K
|
77.9K
$5.44M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
280New |
$15.8K - $17.8K
|
280
$19.6K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
268+ 7.22% |
$15.1K - $17K
|
3.98K
$278K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
194+ 4.44% |
$11K - $12.3K
|
4.56K
$318K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
191New |
$10.8K - $12.1K
|
191
$13.3K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
184+ 0.69% |
$10.4K - $11.7K
|
27K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
161+ 2.6% |
$9.09K - $10.2K
|
6.36K
$445K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
136+ 1.6% |
$7.68K - $8.65K
|
8.62K
$602K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
136+ 1.6% |
$7.68K - $8.65K
|
8.62K
$602K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
117+ 1.9% |
$6.61K - $7.44K
|
6.27K
$438K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
87+ 0.24% |
$4.91K - $5.53K
|
35.7K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
82+ 0.03% |
$4.63K - $5.21K
|
263K
$18.4M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
67New |
$3.78K - $4.26K
|
67
$4.68K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
67+ 0.35% |
$3.78K - $4.26K
|
19.3K
$1.35M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
35New |
$1.98K - $2.23K
|
35
$2.45K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
33+ 0.08% |
$1.86K - $2.1K
|
43.3K
$3.02M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16+ 0.27% |
$904 - $1.02K
|
5.85K
$408K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
9New |
$508 - $572
|
9
$629
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4+ 0.22% |
$226 - $254
|
1.79K
$125K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.28% |
$56.5 - $63.6
|
359
$25.1K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1New |
$56.5 - $63.6
|
1
$69.9
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.2% |
$56.5 - $63.6
|
490
$34.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-25- 0.08% |
$1.41K - $1.59K
|
30.1K
$2.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-56- 0.65% |
$3.16K - $3.56K
|
8.62K
$602K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-118- 1.37% |
$6.66K - $7.5K
|
8.48K
$593K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-123- 2.25% |
$6.95K - $7.82K
|
5.35K
$374K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-171- 2.93% |
$9.66K - $10.9K
|
5.66K
$395K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-269- 1.38% |
$15.2K - $17.1K
|
19.3K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-366- 3.34% |
$20.7K - $23.3K
|
10.6K
$741K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-388- 8.31% |
$21.9K - $24.7K
|
4.28K
$299K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-497- 5.37% |
$28.1K - $31.6K
|
8.76K
$612K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-548- 6.34% |
$30.9K - $34.8K
|
8.1K
$566K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-567- 81.0% |
$32K - $36K
|
133
$9.29K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-572- 1.46% |
$32.3K - $36.4K
|
38.6K
$2.7M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-800- 32.99% |
$45.2K - $50.9K
|
1.63K
$114K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-883- 21.35% |
$49.9K - $56.1K
|
3.25K
$227K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.06K- 9.96% |
$59.6K - $67.1K
|
9.54K
$667K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.17K- 4.3% |
$66.2K - $74.6K
|
26.1K
$1.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.29K- 6.29% |
$72.9K - $82.1K
|
19.2K
$1.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-1.31K- 14.44% |
$73.7K - $83K
|
7.73K
$540K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2K- 26.11% |
$113K - $127K
|
5.66K
$395K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.21K- 10.58% |
$125K - $141K
|
18.7K
$1.3M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-2.33K- 2.45% |
$132K - $148K
|
93K
$6.5M
|