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 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.28K- 9.59% |
$185K - $208K
|
30.9K
$2.07M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.93K- 0.85% |
$222K - $250K
|
456K
$30.6M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4K- 17.78% |
$226K - $254K
|
18.5K
$1.24M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.58K- 51.4% |
$259K - $291K
|
4.33K
$290K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.92K- 80.93% |
$278K - $313K
|
1.16K
$77.7K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.7K- 2.27% |
$322K - $362K
|
245K
$16.4M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.96K- 26.92% |
$337K - $379K
|
16.2K
$1.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-7.3K- 48.48% |
$412K - $464K
|
7.76K
$520K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.73K- 4.57% |
$437K - $492K
|
161K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-8.1K- 44.51% |
$457K - $515K
|
10.1K
$677K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.44K- 12.25% |
$476K - $536K
|
60.4K
$4.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.14K- 9.41% |
$516K - $581K
|
87.9K
$5.9M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.4K- 10.77% |
$586K - $660K
|
85.9K
$5.76M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-13.8K- 49.01% |
$778K - $876K
|
14.3K
$961K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.1K- 46.52% |
$908K - $1.02M
|
18.5K
$1.24M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-22.7K- 37.66% |
$1.28M - $1.44M
|
37.5K
$2.51M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-27.8K- 31.29% |
$1.57M - $1.76M
|
61K
$4.09M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-44.8K- 12.59% |
$2.53M - $2.85M
|
311K
$20.9M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-45.9K- 10.66% |
$2.59M - $2.92M
|
384K
$25.8M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54K- 91.53% |
$3.05M - $3.44M
|
5K
$335K
|