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 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
24New |
$1.46K - $1.71K
|
24
$1.58K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
12+ 0.28% |
$731 - $857
|
4.34K
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2+ 0.06% |
$122 - $143
|
3.57K
$235K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.14% |
$60.9 - $71.4
|
698
$45.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$60.9 - $71.4
|
7.08K
$466K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.23% |
$60.9 - $71.4
|
440
$29K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5- 8.93% |
$305 - $357
|
51
$3.36K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-17- 0.19% |
$1.04K - $1.21K
|
8.88K
$584K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-28- 13.15% |
$1.71K - $2K
|
185
$12.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-71- 8.0% |
$4.32K - $5.07K
|
817
$53.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-103- 1.45% |
$6.27K - $7.35K
|
7K
$461K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-142- 10.34% |
$8.65K - $10.1K
|
1.23K
$81K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-176- 0.23% |
$10.7K - $12.6K
|
75.1K
$4.94M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-200- 3.73% |
$12.2K - $14.3K
|
5.16K
$339K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-212- 5.13% |
$12.9K - $15.1K
|
3.92K
$258K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-296- 4.25% |
$18K - $21.1K
|
6.66K
$438K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-343- 1.66% |
$20.9K - $24.5K
|
20.4K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-384- 2.24% |
$23.4K - $27.4K
|
16.8K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-390- 5.89% |
$23.8K - $27.8K
|
6.24K
$410K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-434- 5.39% |
$26.4K - $31K
|
7.61K
$501K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-518- 3.4% |
$31.6K - $37K
|
14.7K
$969K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-523- 9.0% |
$31.9K - $37.3K
|
5.29K
$348K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-577- 2.3% |
$35.1K - $41.2K
|
24.5K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-598- 79.1% |
$36.4K - $42.7K
|
158
$10.4K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-652- 6.25% |
$39.7K - $46.6K
|
9.78K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-719- 1.79% |
$43.8K - $51.3K
|
39.5K
$2.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-762- 16.98% |
$46.4K - $54.4K
|
3.73K
$245K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-850- 3.61% |
$51.8K - $60.7K
|
22.7K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-922- 11.45% |
$56.2K - $65.8K
|
7.13K
$469K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-954- 1.66% |
$58.1K - $68.1K
|
56.5K
$3.72M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.05K- 5.55% |
$64K - $75K
|
17.9K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.16K- 1.99% |
$70.7K - $82.9K
|
57.2K
$3.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.16K- 1.52% |
$70.8K - $83K
|
75.5K
$4.97M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.25K- 23.12% |
$76K - $89.1K
|
4.15K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.35K- 4.55% |
$82.4K - $96.5K
|
28.4K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.43K- 11.97% |
$87K - $102K
|
10.5K
$691K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.73K- 3.34% |
$106K - $124K
|
50.2K
$3.3M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.92K- 13.68% |
$117K - $137K
|
12.1K
$796K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.27K- 21.83% |
$138K - $162K
|
8.13K
$535K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.71K- 35.13% |
$165K - $194K
|
5.01K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.81K- 35.76% |
$171K - $201K
|
5.05K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.62K- 11.02% |
$221K - $259K
|
29.2K
$1.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-3.84K- 5.42% |
$234K - $274K
|
67K
$4.41M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-3.98K- 4.87% |
$242K - $284K
|
77.8K
$5.12M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-4.22K- 1.04% |
$257K - $301K
|
403K
$26.5M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-4.56K- 7.19% |
$278K - $325K
|
58.9K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.51K- 8.48% |
$336K - $394K
|
59.5K
$3.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-5.57K- 40.91% |
$339K - $398K
|
8.05K
$529K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-6.57K- 1.16% |
$400K - $469K
|
562K
$36.9M
|