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 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.02KNew |
$182K - $201K
|
3.02K
$211K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.86K+ 18.96% |
$172K - $190K
|
17.9K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.61K+ 22.58% |
$157K - $174K
|
14.2K
$990K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 62.11% |
$156K - $173K
|
6.77K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.6K+ 5.73% |
$156K - $173K
|
47.9K
$3.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.52K+ 3.18% |
$151K - $168K
|
81.7K
$5.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.23K+ 3.57% |
$134K - $149K
|
64.6K
$4.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.85K+ 132.47% |
$111K - $123K
|
3.25K
$227K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.66K+ 12.93% |
$99.5K - $110K
|
14.5K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.58K+ 4.71% |
$95K - $105K
|
35.1K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
1.51K+ 21.51% |
$90.5K - $100K
|
8.5K
$594K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
1.47KNew |
$88K - $97.5K
|
1.47K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.29K+ 27.17% |
$77.8K - $86.1K
|
6.06K
$423K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.12K+ 14.18% |
$67.5K - $74.8K
|
9.04K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
954+ 11.0% |
$57.3K - $63.5K
|
9.63K
$673K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
948+ 5.96% |
$57K - $63.1K
|
16.9K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
943+ 2.79% |
$56.7K - $62.8K
|
34.7K
$2.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
774+ 2.99% |
$46.5K - $51.5K
|
26.6K
$1.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
747+ 17.47% |
$44.9K - $49.7K
|
5.02K
$351K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
735+ 13.45% |
$44.2K - $48.9K
|
6.2K
$433K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
675+ 15.58% |
$40.6K - $44.9K
|
5.01K
$350K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
659+ 6.77% |
$39.6K - $43.9K
|
10.4K
$726K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
372+ 0.24% |
$22.4K - $24.8K
|
156K
$10.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
325+ 0.56% |
$19.5K - $21.6K
|
58.1K
$4.06M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
314+ 0.37% |
$18.9K - $20.9K
|
84.4K
$5.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
309+ 2.67% |
$18.6K - $20.6K
|
11.9K
$829K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
289+ 71.53% |
$17.4K - $19.2K
|
693
$48.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
282+ 0.44% |
$16.9K - $18.8K
|
63.7K
$4.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
211+ 3.3% |
$12.7K - $14K
|
6.6K
$461K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
203+ 41.26% |
$12.2K - $13.5K
|
695
$48.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
141+ 3.93% |
$8.47K - $9.39K
|
3.73K
$260K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
138+ 7.31% |
$8.29K - $9.19K
|
2.03K
$142K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
120+ 0.34% |
$7.21K - $7.99K
|
35.9K
$2.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
80+ 30.89% |
$4.81K - $5.33K
|
339
$23.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
56+ 0.37% |
$3.37K - $3.73K
|
15.4K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
55New |
$3.31K - $3.66K
|
55
$3.84K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40+ 22.99% |
$2.4K - $2.66K
|
214
$15K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30New |
$1.8K - $2K
|
30
$2.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
24+ 0.38% |
$1.44K - $1.6K
|
6.41K
$447K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
20+ 0.12% |
$1.2K - $1.33K
|
17K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
12+ 0.16% |
$721 - $799
|
7.74K
$540K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.12% |
$60.1 - $66.6
|
829
$57.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-20- 28.57% |
$1.2K - $1.33K
|
50
$3.49K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-25- 0.71% |
$1.5K - $1.66K
|
3.49K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-48- 8.23% |
$2.88K - $3.2K
|
535
$37.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-50- 1.48% |
$3.01K - $3.33K
|
3.33K
$233K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-55- 28.8% |
$3.31K - $3.66K
|
136
$9.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-100- 66.67% |
$6.01K - $6.66K
|
50
$3.49K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-104- 0.41% |
$6.25K - $6.92K
|
25.1K
$1.75M
|