Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
163KNew |
$8.85M - $11.1M
|
163K
$11.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
152KNew |
$8.22M - $10.3M
|
152K
$10.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
45.4KNew |
$2.46M - $3.08M
|
45.4K
$3.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
33.5K+ 4.0% |
$1.82M - $2.28M
|
871K
$61.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
25.8KNew |
$1.4M - $1.75M
|
25.8K
$1.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
20.9K+ 11.73% |
$1.13M - $1.42M
|
199K
$14.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19.8K+ 3.96% |
$1.08M - $1.35M
|
521K
$36.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
8.85KNew |
$480K - $601K
|
8.85K
$627K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8.56K+ 55.02% |
$465K - $582K
|
24.1K
$1.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
6.24KNew |
$339K - $424K
|
6.24K
$442K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.62K+ 1.54% |
$305K - $382K
|
371K
$26.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.21KNew |
$283K - $354K
|
5.21K
$369K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.33KNew |
$235K - $294K
|
4.33K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.71K+ 14.8% |
$202K - $252K
|
28.8K
$2.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.46KNew |
$188K - $235K
|
3.46K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.43KNew |
$186K - $233K
|
3.43K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.03KNew |
$165K - $206K
|
3.03K
$215K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.97K+ 20.7% |
$161K - $202K
|
17.3K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.74K+ 38.62% |
$148K - $186K
|
9.82K
$695K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.98K+ 2.95% |
$107K - $134K
|
68.9K
$4.88M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
901+ 4.39% |
$48.9K - $61.2K
|
21.4K
$1.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
750+ 1.0% |
$40.7K - $51K
|
75.9K
$5.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
669+ 12.65% |
$36.3K - $45.5K
|
5.96K
$422K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
482+ 1.53% |
$26.2K - $32.8K
|
31.9K
$2.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
308New |
$16.7K - $20.9K
|
308
$21.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
129+ 2.09% |
$7K - $8.77K
|
6.29K
$445K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
119New |
$6.46K - $8.09K
|
119
$8.42K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
48+ 28.57% |
$2.61K - $3.26K
|
216
$15.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
37New |
$2.01K - $2.51K
|
37
$2.62K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
8New |
$434 - $544
|
8
$566
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-123- 2.39% |
$6.68K - $8.36K
|
5.03K
$356K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-229- 2.48% |
$12.4K - $15.6K
|
9K
$637K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-318- 72.27% |
$17.3K - $21.6K
|
122
$8.64K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-403- 11.91% |
$21.9K - $27.4K
|
2.98K
$211K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-589- 8.41% |
$32K - $40K
|
6.41K
$454K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-597- 2.63% |
$32.4K - $40.6K
|
22.1K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-655- 2.41% |
$35.6K - $44.5K
|
26.6K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-678- 8.34% |
$36.8K - $46.1K
|
7.45K
$528K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.19K- 4.85% |
$64.4K - $80.7K
|
23.3K
$1.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.23K- 1.42% |
$67K - $83.9K
|
85.6K
$6.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.4K- 24.07% |
$75.8K - $94.9K
|
4.4K
$312K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.93K- 95.26% |
$105K - $131K
|
96
$6.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-2.53K- 16.19% |
$138K - $172K
|
13.1K
$928K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.29K- 5.82% |
$179K - $223K
|
53.2K
$3.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.19K- 83.26% |
$282K - $353K
|
1.04K
$73.9K
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-11.6K- 6.02% |
$627K - $785K
|
180K
$12.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-51.4K- 9.16% |
$2.79M - $3.5M
|
510K
$36.1M
|