Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
394K+ 52.34% |
$24M - $28.1M
|
1.15M
$75.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
279KNew |
$17M - $19.9M
|
279K
$18.4M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
256KNew |
$15.6M - $18.3M
|
256K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
255K+ 15.7% |
$15.5M - $18.2M
|
1.88M
$124M
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
192KNew |
$11.7M - $13.7M
|
192K
$12.6M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
152K+ 85.45% |
$9.29M - $10.9M
|
331K
$21.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
149K+ 31.05% |
$9.1M - $10.7M
|
631K
$41.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
119K+ 769.05% |
$7.25M - $8.49M
|
134K
$8.85M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
96.9K+ 408.07% |
$5.9M - $6.92M
|
121K
$7.94M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
96.5KNew |
$5.88M - $6.89M
|
96.5K
$6.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
75.8K+ 110.84% |
$4.62M - $5.41M
|
144K
$9.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
65.2KNew |
$3.97M - $4.66M
|
65.2K
$4.29M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
56.3K+ 4912.74% |
$3.43M - $4.02M
|
57.4K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
54.4KNew |
$3.32M - $3.89M
|
54.4K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
46.9K+ 20.13% |
$2.86M - $3.35M
|
280K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.2K+ 150.9% |
$2.51M - $2.94M
|
68.4K
$4.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
37.9K+ 27.11% |
$2.31M - $2.71M
|
178K
$11.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
36.6K+ 4.57% |
$2.23M - $2.61M
|
837K
$55.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.7K+ 18.08% |
$2.18M - $2.55M
|
233K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33.4K+ 110.47% |
$2.03M - $2.38M
|
63.6K
$4.19M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
33.3K+ 20.79% |
$2.03M - $2.38M
|
194K
$12.7M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
32.5K+ 0.91% |
$1.98M - $2.32M
|
3.61M
$237M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
31.3K+ 9.36% |
$1.91M - $2.23M
|
366K
$24.1M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
30.7K+ 939.1% |
$1.87M - $2.19M
|
33.9K
$2.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
28.3K+ 7.63% |
$1.73M - $2.02M
|
400K
$26.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
21.2KNew |
$1.29M - $1.51M
|
21.2K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20.1K+ 4.18% |
$1.22M - $1.44M
|
501K
$33M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
18.7KNew |
$1.14M - $1.33M
|
18.7K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
16.9K+ 18.96% |
$1.03M - $1.21M
|
106K
$6.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.4K+ 130.03% |
$938K - $1.1M
|
27.2K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.4K+ 9.74% |
$936K - $1.1M
|
173K
$11.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
14.9K+ 225.49% |
$907K - $1.06M
|
21.5K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.6K+ 16.66% |
$830K - $973K
|
95.4K
$6.28M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.4K+ 22.57% |
$756K - $886K
|
67.4K
$4.43M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12K+ 55.48% |
$730K - $856K
|
33.6K
$2.21M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
11.5K+ 10.1% |
$701K - $821K
|
125K
$8.26M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
10.9KNew |
$666K - $781K
|
10.9K
$720K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
10.9KNew |
$663K - $777K
|
10.9K
$716K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
10.7K+ 2.4% |
$654K - $767K
|
458K
$30.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
10.3K+ 2.91% |
$625K - $733K
|
363K
$23.9M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
6.9K+ 6.07% |
$420K - $492K
|
121K
$7.93M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.49K+ 332.09% |
$395K - $463K
|
8.44K
$556K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.24K+ 12.89% |
$380K - $445K
|
54.6K
$3.6M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.22KNew |
$379K - $444K
|
6.22K
$409K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
6.2K+ 131.02% |
$378K - $443K
|
10.9K
$720K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.16KNew |
$375K - $440K
|
6.16K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
6.1K+ 63.88% |
$371K - $435K
|
15.6K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
5.57K+ 69.24% |
$339K - $398K
|
13.6K
$896K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.51KNew |
$335K - $393K
|
5.51K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.37K+ 5.43% |
$327K - $384K
|
104K
$6.86M
|