Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
145K+ 45.33% |
$7.41M - $8.23M
|
466K
$31.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
54.2KNew |
$2.76M - $3.07M
|
54.2K
$3.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
50.3K+ 8.73% |
$2.56M - $2.85M
|
627K
$42.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
49.2K+ 1242.93% |
$2.51M - $2.78M
|
53.1K
$3.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
36.6KNew |
$1.87M - $2.07M
|
36.6K
$2.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24.8K+ 2110.38% |
$1.26M - $1.4M
|
26K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.2KNew |
$1.23M - $1.37M
|
24.2K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.1K+ 2.07% |
$1.13M - $1.25M
|
1.09M
$74.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.7K+ 35.86% |
$698K - $775K
|
51.8K
$3.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12.5K+ 2.9% |
$637K - $708K
|
443K
$30.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
11.9K+ 0.31% |
$606K - $673K
|
3.88M
$264M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.3K+ 5.83% |
$575K - $638K
|
205K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.3KNew |
$523K - $580K
|
10.3K
$699K
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
10.2K+ 12.54% |
$519K - $576K
|
91.3K
$6.23M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
8.97KNew |
$458K - $508K
|
8.97K
$612K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.94K+ 79.1% |
$456K - $506K
|
20.2K
$1.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
6.71K+ 10.27% |
$342K - $380K
|
72K
$4.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.46K+ 47.14% |
$329K - $365K
|
20.1K
$1.37M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.41KNew |
$327K - $363K
|
6.41K
$437K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.12KNew |
$312K - $346K
|
6.12K
$417K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.92KNew |
$302K - $335K
|
5.92K
$404K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.27KNew |
$269K - $298K
|
5.27K
$359K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.17K+ 8.14% |
$264K - $293K
|
68.7K
$4.68M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.85KNew |
$247K - $274K
|
4.85K
$330K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.71KNew |
$240K - $267K
|
4.71K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.56KNew |
$233K - $258K
|
4.56K
$311K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.12K+ 5.49% |
$108K - $120K
|
40.8K
$2.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.01K+ 6.2% |
$103K - $114K
|
34.4K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.49KNew |
$76.1K - $84.5K
|
1.49K
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.39K+ 2.61% |
$70.6K - $78.4K
|
54.4K
$3.71M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.19KNew |
$60.4K - $67.1K
|
1.19K
$80.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.11K+ 6.17% |
$56.7K - $62.9K
|
19.1K
$1.3M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
854+ 9.25% |
$43.6K - $48.4K
|
10.1K
$687K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
809New |
$41.3K - $45.8K
|
809
$55.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
797+ 1.3% |
$40.6K - $45.1K
|
62.1K
$4.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
763+ 3.9% |
$38.9K - $43.2K
|
20.3K
$1.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
747+ 4.15% |
$38.1K - $42.3K
|
18.7K
$1.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
677+ 5.58% |
$34.5K - $38.3K
|
12.8K
$874K
|
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
488+ 5.58% |
$24.9K - $27.6K
|
9.23K
$629K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
378New |
$19.3K - $21.4K
|
378
$25.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
291+ 2.52% |
$14.8K - $16.5K
|
11.9K
$808K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
275+ 5.99% |
$14K - $15.6K
|
4.87K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
250+ 10.99% |
$12.8K - $14.2K
|
2.53K
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
150New |
$7.65K - $8.49K
|
150
$10.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
121+ 2.15% |
$6.17K - $6.85K
|
5.76K
$392K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
115+ 2.0% |
$5.87K - $6.51K
|
5.87K
$400K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
101+ 6.01% |
$5.15K - $5.72K
|
1.78K
$121K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 19.96% |
$5.1K - $5.66K
|
601
$41K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
75New |
$3.83K - $4.25K
|
75
$5.11K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
70New |
$3.57K - $3.96K
|
70
$4.77K
|