Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
724+ 0.87% |
$42.5K - $46K
|
84.1K
$5.87M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
711+ 1.9% |
$41.7K - $45.2K
|
38.2K
$2.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
665+ 10.5% |
$39K - $42.3K
|
7K
$489K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
540+ 9.24% |
$31.7K - $34.3K
|
6.39K
$446K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
296+ 7.44% |
$17.4K - $18.8K
|
4.28K
$299K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
285+ 6.25% |
$16.7K - $18.1K
|
4.84K
$338K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
282+ 0.45% |
$16.6K - $17.9K
|
63.4K
$4.43M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
250New |
$14.7K - $15.9K
|
250
$17.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
245+ 7.49% |
$14.4K - $15.6K
|
3.51K
$245K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
177+ 1.4% |
$10.4K - $11.3K
|
12.8K
$894K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
150New |
$8.81K - $9.54K
|
150
$10.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
128+ 1.46% |
$7.51K - $8.14K
|
8.89K
$621K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
117+ 0.57% |
$6.87K - $7.44K
|
20.8K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
95+ 5.3% |
$5.58K - $6.04K
|
1.89K
$132K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
90+ 0.25% |
$5.28K - $5.72K
|
35.8K
$2.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
79New |
$4.64K - $5.02K
|
79
$5.52K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
70New |
$4.11K - $4.45K
|
70
$4.89K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
70New |
$4.11K - $4.45K
|
70
$4.89K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56+ 0.65% |
$3.29K - $3.56K
|
8.68K
$606K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56+ 0.65% |
$3.29K - $3.56K
|
8.68K
$606K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
45+ 12.53% |
$2.64K - $2.86K
|
404
$28.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
41+ 30.83% |
$2.41K - $2.61K
|
174
$12.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
17+ 0.27% |
$998 - $1.08K
|
6.38K
$446K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.41% |
$117 - $127
|
492
$34.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-10- 1.31% |
$587 - $636
|
756
$52.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-10- 0.13% |
$587 - $636
|
7.72K
$540K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-15- 0.05% |
$881 - $954
|
30K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-39- 0.91% |
$2.29K - $2.48K
|
4.24K
$296K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-140- 3.45% |
$8.22K - $8.9K
|
3.92K
$274K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-147- 0.91% |
$8.63K - $9.35K
|
16K
$1.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-179- 2.21% |
$10.5K - $11.4K
|
7.92K
$553K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-240- 4.34% |
$14.1K - $15.3K
|
5.29K
$369K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-251- 2.63% |
$14.7K - $16K
|
9.29K
$649K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-255- 0.98% |
$15K - $16.2K
|
25.8K
$1.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-331- 28.56% |
$19.4K - $21.1K
|
828
$57.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-538- 0.67% |
$31.6K - $34.2K
|
79.2K
$5.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-553- 28.34% |
$32.5K - $35.2K
|
1.4K
$97.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-625- 38.46% |
$36.7K - $39.8K
|
1K
$69.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-644- 0.14% |
$37.8K - $41K
|
456K
$31.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-688- 1.78% |
$40.4K - $43.8K
|
38K
$2.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-790- 4.11% |
$46.4K - $50.2K
|
18.4K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-888- 8.79% |
$52.1K - $56.5K
|
9.21K
$644K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-890- 1.47% |
$52.3K - $56.6K
|
59.5K
$4.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.72K- 1.85% |
$101K - $109K
|
91.3K
$6.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.82K- 6.75% |
$107K - $116K
|
25.2K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.17K- 49.95% |
$127K - $138K
|
2.17K
$152K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3K- 3.49% |
$176K - $191K
|
82.9K
$5.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-3.18K- 5.22% |
$187K - $202K
|
57.8K
$4.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.58K- 19.33% |
$210K - $227K
|
14.9K
$1.04M
|