Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
360K+ 50.84% |
$17.5M - $19.3M
|
1.07M
$71.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
321KNew |
$15.6M - $17.2M
|
321K
$21.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
116K+ 56.9% |
$5.65M - $6.23M
|
321K
$21.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
100K+ 21.12% |
$4.89M - $5.39M
|
576K
$38.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
100KNew |
$4.88M - $5.38M
|
100K
$6.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
44.9K+ 1.17% |
$2.18M - $2.4M
|
3.87M
$259M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
25.7K+ 10.84% |
$1.25M - $1.38M
|
263K
$17.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
18K+ 3.45% |
$877K - $967K
|
541K
$36.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
15.3K+ 30.58% |
$744K - $820K
|
65.3K
$4.38M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13.4K+ 3.22% |
$653K - $720K
|
431K
$28.9M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.02KNew |
$293K - $323K
|
6.02K
$404K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.8KNew |
$282K - $311K
|
5.8K
$389K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.61K+ 17.24% |
$273K - $301K
|
38.2K
$2.56M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.55K+ 7.34% |
$270K - $298K
|
81.1K
$5.44M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.59KNew |
$223K - $246K
|
4.59K
$308K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.14K+ 14.65% |
$201K - $222K
|
32.4K
$2.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.04KNew |
$196K - $217K
|
4.04K
$271K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.88K+ 11.16% |
$189K - $208K
|
38.7K
$2.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
3.83KNew |
$186K - $205K
|
3.83K
$257K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.73KNew |
$182K - $200K
|
3.73K
$250K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.56K+ 10.52% |
$173K - $191K
|
37.3K
$2.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.3KNew |
$160K - $177K
|
3.3K
$221K
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3.27K+ 3.3% |
$159K - $175K
|
102K
$6.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.6K+ 16.91% |
$127K - $140K
|
18K
$1.21M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.98K+ 27.29% |
$96.2K - $106K
|
9.23K
$619K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.29K+ 0.77% |
$62.5K - $69K
|
167K
$11.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.01K+ 0.2% |
$48.9K - $53.9K
|
496K
$33.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
880New |
$42.8K - $47.2K
|
880
$59K
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
748+ 4.68% |
$36.4K - $40.1K
|
16.7K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
525+ 1.42% |
$25.5K - $28.2K
|
37.5K
$2.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
477+ 0.78% |
$23.2K - $25.6K
|
61.9K
$4.15M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
255+ 4.89% |
$12.4K - $13.7K
|
5.47K
$367K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
255+ 4.89% |
$12.4K - $13.7K
|
5.47K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
249+ 0.47% |
$12.1K - $13.4K
|
53K
$3.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
221+ 1.14% |
$10.7K - $11.9K
|
19.6K
$1.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
195New |
$9.48K - $10.5K
|
195
$13.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
119+ 0.19% |
$5.79K - $6.38K
|
63.5K
$4.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
47+ 0.08% |
$2.29K - $2.52K
|
61.3K
$4.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
38+ 0.31% |
$1.85K - $2.04K
|
12.1K
$814K
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
22+ 0.25% |
$1.07K - $1.18K
|
8.74K
$586K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
20+ 0.35% |
$973 - $1.07K
|
5.76K
$386K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
8New |
$389 - $429
|
8
$536
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6+ 0.06% |
$292 - $322
|
10.6K
$711K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.41% |
$97.3 - $107
|
487
$32.7K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.01% |
$97.3 - $107
|
18K
$1.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.48% |
$48.6 - $53.6
|
208
$13.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-23- 0.58% |
$1.12K - $1.23K
|
3.96K
$265K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-63- 0.63% |
$3.06K - $3.38K
|
9.98K
$669K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-73- 4.16% |
$3.55K - $3.91K
|
1.68K
$113K
|