Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
362KNew |
$21.8M - $24.1M
|
362K
$24.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
312K+ 101.41% |
$18.8M - $20.8M
|
620K
$42.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
162KNew |
$9.75M - $10.8M
|
162K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
145KNew |
$8.73M - $9.67M
|
145K
$9.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
133K+ 122.28% |
$7.98M - $8.84M
|
241K
$16.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
127K+ 104.69% |
$7.62M - $8.44M
|
248K
$16.9M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
122KNew |
$7.31M - $8.09M
|
122K
$8.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
119K+ 8.73% |
$7.16M - $7.93M
|
1.48M
$101M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
109KNew |
$6.53M - $7.24M
|
109K
$7.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
99K+ 108.5% |
$5.95M - $6.59M
|
190K
$13M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
90.8K+ 27.59% |
$5.46M - $6.04M
|
420K
$28.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
45.7K+ 27.7% |
$2.75M - $3.04M
|
211K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.2K+ 19.89% |
$2.59M - $2.87M
|
260K
$17.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
41.8K+ 124.17% |
$2.51M - $2.78M
|
75.4K
$5.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
38.7K+ 101.43% |
$2.33M - $2.58M
|
77K
$5.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.3K+ 22.59% |
$1.94M - $2.15M
|
175K
$12M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.7K+ 34.0% |
$1.49M - $1.65M
|
97.4K
$6.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
23.7K+ 4.42% |
$1.42M - $1.58M
|
560K
$38.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.7K+ 61.18% |
$1.3M - $1.44M
|
57K
$3.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
20.7K+ 99.73% |
$1.24M - $1.38M
|
41.5K
$2.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
18.9KNew |
$1.13M - $1.25M
|
18.9K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
18.7K+ 42.47% |
$1.12M - $1.24M
|
62.7K
$4.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.1K+ 35.34% |
$966K - $1.07M
|
61.5K
$4.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
13.7K+ 1.77% |
$822K - $910K
|
787K
$53.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
12.3K+ 166.05% |
$742K - $822K
|
19.8K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.4K+ 135.28% |
$682K - $756K
|
19.7K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 2.45% |
$672K - $744K
|
467K
$31.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
10.3K+ 97.67% |
$619K - $685K
|
20.8K
$1.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
10.1K+ 7.34% |
$606K - $671K
|
147K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.01K+ 56.19% |
$542K - $600K
|
25.1K
$1.71M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
9.01K+ 2.34% |
$541K - $600K
|
395K
$26.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.85K+ 225.87% |
$532K - $589K
|
12.8K
$871K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
8.73KNew |
$525K - $581K
|
8.73K
$595K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.62K+ 12.23% |
$518K - $574K
|
79.1K
$5.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
8.02K+ 3.35% |
$482K - $534K
|
247K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.78K+ 3.88% |
$468K - $518K
|
209K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.98K+ 60.63% |
$359K - $398K
|
15.8K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
5.88K+ 1.69% |
$353K - $391K
|
354K
$24.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.58K+ 28.7% |
$335K - $372K
|
25K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.35K+ 11.59% |
$322K - $356K
|
51.5K
$3.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.27K+ 2.1% |
$317K - $351K
|
257K
$17.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.99KNew |
$300K - $332K
|
4.99K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.3K+ 85.98% |
$258K - $286K
|
9.3K
$634K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.17KNew |
$251K - $278K
|
4.17K
$285K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.02K+ 0.86% |
$242K - $268K
|
473K
$32.3M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.24KNew |
$194K - $215K
|
3.24K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.16KNew |
$190K - $210K
|
3.16K
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.1KNew |
$186K - $206K
|
3.1K
$211K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.1KNew |
$186K - $206K
|
3.1K
$211K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
3.09KNew |
$186K - $206K
|
3.09K
$211K
|