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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-7.44K- 19.13% |
$453K - $531K
|
31.4K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.46K- 3.93% |
$454K - $533K
|
183K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-9.06K- 4.46% |
$552K - $647K
|
194K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-14.9K- 80.73% |
$909K - $1.07M
|
3.56K
$235K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-19K- 50.39% |
$1.16M - $1.35M
|
18.7K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.1K- 14.62% |
$1.59M - $1.86M
|
152K
$10M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-28.4K- 6.05% |
$1.73M - $2.03M
|
441K
$29M
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-40.7KClosed |
$2.48M - $2.9M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-43.1K- 22.01% |
$2.62M - $3.08M
|
153K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-53.4K- 97.9% |
$3.25M - $3.81M
|
1.15K
$75.4K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-64.7K- 23.71% |
$3.94M - $4.62M
|
208K
$13.7M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-113K- 81.2% |
$6.89M - $8.08M
|
26.2K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-146K- 65.87% |
$8.9M - $10.4M
|
75.7K
$4.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-275K- 98.39% |
$16.7M - $19.6M
|
4.49K
$295K
|