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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-262- 93.57% |
$15.7K - $17.4K
|
18
$1.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-302- 0.8% |
$18.2K - $20.1K
|
37.6K
$2.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-371- 8.75% |
$22.3K - $24.7K
|
3.87K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-403- 1.27% |
$24.2K - $26.8K
|
31.3K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-417- 0.5% |
$25.1K - $27.8K
|
82.5K
$5.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-561- 6.31% |
$33.7K - $37.3K
|
8.33K
$582K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-584- 3.62% |
$35.1K - $38.9K
|
15.5K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-586- 11.55% |
$35.2K - $39K
|
4.49K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-624- 6.71% |
$37.5K - $41.5K
|
8.67K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.05K- 11.38% |
$63K - $69.8K
|
8.16K
$570K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.05K- 5.71% |
$63.3K - $70.1K
|
17.4K
$1.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.92K- 26.73% |
$116K - $128K
|
5.27K
$368K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.96K- 9.12% |
$117K - $130K
|
19.5K
$1.36M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.96K- 9.12% |
$117K - $130K
|
19.5K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.02K- 26.32% |
$121K - $134K
|
5.65K
$394K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.16K- 3.63% |
$130K - $144K
|
57.4K
$4.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.29K- 35.99% |
$198K - $219K
|
5.86K
$409K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.65K- 1.28% |
$279K - $309K
|
357K
$25M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.75K- 2.01% |
$285K - $316K
|
231K
$16.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.08K- 13.05% |
$305K - $338K
|
33.9K
$2.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-5.13K- 17.94% |
$308K - $341K
|
23.5K
$1.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7.37K- 9.22% |
$443K - $491K
|
72.5K
$5.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-7.92K- 26.37% |
$476K - $528K
|
22.1K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-8.15K- 8.93% |
$490K - $543K
|
83.1K
$5.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.8K- 6.45% |
$1.13M - $1.25M
|
274K
$19.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-88.9K- 2.35% |
$5.34M - $5.92M
|
3.69M
$258M
|