Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
68.8KNew |
$3.29M - $4.1M
|
68.8K
$4.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.1K+ 495.22% |
$2.35M - $2.92M
|
59K
$4.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
39.2KNew |
$1.88M - $2.33M
|
39.2K
$2.67M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
39.2KNew |
$1.88M - $2.33M
|
39.2K
$2.67M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
36.3K+ 5.79% |
$1.74M - $2.16M
|
663K
$45.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.6K+ 3.17% |
$1.65M - $2.06M
|
1.12M
$76.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
34.5K+ 170.55% |
$1.65M - $2.05M
|
54.8K
$3.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
27.3KNew |
$1.31M - $1.62M
|
27.3K
$1.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
27.2K+ 5.84% |
$1.3M - $1.62M
|
493K
$33.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
27.2KNew |
$1.3M - $1.62M
|
27.2K
$1.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
25.6KNew |
$1.23M - $1.53M
|
25.6K
$1.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
23.7K+ 141.73% |
$1.13M - $1.41M
|
40.4K
$2.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.8K+ 42.13% |
$1.09M - $1.36M
|
77K
$5.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
21.4K+ 113.92% |
$1.02M - $1.27M
|
40.1K
$2.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
20.2KNew |
$966K - $1.2M
|
20.2K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
17.8KNew |
$851K - $1.06M
|
17.8K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.3K+ 133.57% |
$829K - $1.03M
|
30.3K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.3K+ 29.5% |
$732K - $910K
|
67.1K
$4.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
15.1KNew |
$721K - $897K
|
15.1K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
14.5K+ 0.37% |
$692K - $861K
|
3.89M
$265M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.4K+ 42.92% |
$497K - $618K
|
34.6K
$2.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9.66K+ 37.2% |
$462K - $575K
|
35.6K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.63K+ 18.13% |
$461K - $573K
|
62.7K
$4.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.96K+ 13.05% |
$429K - $534K
|
77.6K
$5.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.89K+ 7.71% |
$330K - $410K
|
96.3K
$6.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.68K+ 2.21% |
$272K - $338K
|
263K
$17.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.67K+ 124.41% |
$271K - $338K
|
10.2K
$697K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.4KNew |
$258K - $321K
|
5.4K
$368K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.05K+ 85.21% |
$241K - $300K
|
11K
$748K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.94K+ 14.36% |
$237K - $294K
|
39.4K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.8K+ 3.42% |
$229K - $285K
|
145K
$9.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.37KNew |
$209K - $260K
|
4.37K
$298K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
4.31K+ 5.98% |
$206K - $256K
|
76.3K
$5.2M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
4.12K+ 4.51% |
$197K - $245K
|
95.4K
$6.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.9K+ 0.85% |
$186K - $232K
|
460K
$31.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.71KNew |
$178K - $221K
|
3.71K
$253K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
3.66KNew |
$175K - $218K
|
3.66K
$250K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.57KNew |
$171K - $212K
|
3.57K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.43K+ 5.95% |
$116K - $144K
|
43.2K
$2.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.36K+ 0.53% |
$113K - $140K
|
446K
$30.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.24K+ 1.34% |
$107K - $134K
|
169K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2K+ 9.93% |
$95.7K - $119K
|
22.1K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.86K+ 26.44% |
$89.2K - $111K
|
8.91K
$608K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$71.6K - $89K
|
1.5K
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.4KNew |
$67.1K - $83.4K
|
1.4K
$95.6K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
784+ 7.77% |
$37.5K - $46.7K
|
10.9K
$741K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
719+ 9.26% |
$34.4K - $42.8K
|
8.48K
$578K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
700New |
$33.5K - $41.7K
|
700
$47.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
601+ 2.96% |
$28.8K - $35.8K
|
20.9K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
548New |
$26.2K - $32.6K
|
548
$37.4K
|