Who owns Ishares Tr msci usa smlcp?
- Ticker: SMLF
- CUSIP Number: 46434v290
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr msci usa smlcp with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Ishares Tr msci usa smlcp this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Alan Leist III | 3.8M | $231M | -5% | Jun 2024 |
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Wells Fargo & Company | 1.5M | $99M | 9% | Sep 2024 |
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Acropolis Investment Management | 787k | $52M | 2% | Sep 2024 |
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Ullmann Financial | 560k | $37M | 10% | Sep 2024 |
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BlackRock | 499k | $31M | -1% | Jun 2024 |
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Financial Management Professionals | 473k | $31M | 1% | Sep 2024 |
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BlackRock | 472k | $31M | 100% | Sep 2024 |
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Bsc Private Wealth Management | 467k | $31M | 2% | Sep 2024 |
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LPL Financial | 420k | $28M | 28% | Sep 2024 |
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Pacific Center for Financial Services | 395k | $26M | 2% | Sep 2024 |
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Cornerstone Planning Group | 362k | $24M | 100% | Sep 2024 |
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ValMark Advisers | 357k | $24M | -1% | Sep 2024 |
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Searcy Financial Services | 354k | $24M | 2% | Sep 2024 |
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Mercer Global Advisors | 292k | $18M | -6% | Jun 2024 |
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Integrated Wealth Concepts | 260k | $17M | 20% | Sep 2024 |
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Gyl Financial Synergies | 257k | $17M | 2% | Sep 2024 |
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GeoWealth Management | 248k | $16M | 105% | Sep 2024 |
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Reston Wealth Management | 247k | $16M | 3% | Sep 2024 |
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Cambridge Investment Research Advisors | 241k | $16M | 122% | Sep 2024 |
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Envestnet Asset Management | 231k | $15M | -2% | Sep 2024 |
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Fox Financial | 211k | $14M | 28% | Sep 2024 |
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Bank of America Corporation | 209k | $14M | 4% | Sep 2024 |
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Private Advisor | 190k | $13M | 109% | Sep 2024 |
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Landmark Wealth Management | 148k | $9.8M | 7% | Sep 2024 |
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Westwood Holdings | 145k | $9.6M | 100% | Sep 2024 |
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Cetera Investment Advisers | 143k | $8.8M | 44% | Jun 2024 |
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Sanctuary Advisors | 140k | $8.5M | 100% | Jun 2024 |
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WCG Wealth Advisors | 109k | $7.2M | 100% | Sep 2024 |
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Mml Investors Services | 97k | $6.5M | 34% | Sep 2024 |
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Journey Advisory Group | 89k | $5.5M | 0% | Sep 2024 |
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United Capital Financial Advisers | 84k | $5.6M | 0% | Sep 2024 |
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Addison Advisors | 83k | $5.5M | -9% | Sep 2024 |
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HPM Partners | 83k | $5.5M | -1% | Sep 2024 |
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Cora Capital Advisors | 82k | $5.4M | 3% | Sep 2024 |
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Commonwealth Equity Services | 79k | $5.2M | 12% | Sep 2024 |
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DDFG | 77k | $5.1B | 101% | Sep 2024 |
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FMA Wealth Management | 75k | $5.0M | 124% | Sep 2024 |
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Phillips Financial Management | 73k | $4.8M | -9% | Sep 2024 |
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GEM Asset Management | 64k | $4.2M | 0% | Sep 2024 |
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Beirne Wealth Consulting Services | 63k | $4.2M | 42% | Sep 2024 |
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Steward Partners Investment Advisory | 62k | $3.8M | 2% | Jun 2024 |
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Stratos Wealth Partners | 62k | $4.1M | 35% | Sep 2024 |
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Wade Financial Advisory | 58k | $3.9M | 1% | Sep 2024 |
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Apollon Financial | 57k | $3.8M | -4% | Sep 2024 |
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Cozad Asset Management | 52k | $3.4M | 12% | Sep 2024 |
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D.A. Davidson & Co. | 45k | $2.8M | 5% | Jun 2024 |
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Westover Capital Advisors | 42k | $2.8M | 100% | Sep 2024 |
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Dynamic Wealth Strategies | 38k | $2.3M | -2% | Jun 2024 |
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Parkside Financial Bank & Trust | 36k | $2.4M | 0% | Sep 2024 |
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Equitable Holdings | 35k | $2.2M | 100% | Jun 2024 |
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Premier Path Wealth Partners | 35k | $2.3M | 5% | Sep 2024 |
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Raymond James Financial Services Advisors | 35k | $2.3M | 3% | Sep 2024 |
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Signature Estate and Investment Advisors | 34k | $2.2M | -13% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 31k | $2.1M | -1% | Sep 2024 |
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BKM Wealth Management | 27k | $1.8M | 3% | Sep 2024 |
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Susquehanna International | 25k | $1.7M | 56% | Sep 2024 |
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Us Bancorp | 25k | $1.7M | 0% | Sep 2024 |
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Advisor Group Holdings | 25k | $1.7M | -27% | Sep 2024 |
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CWM | 24k | $1.6M | -18% | Sep 2024 |
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Wharton Business Group | 22k | $1.5M | -26% | Sep 2024 |
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LWM Advisory Services | 21k | $1.4M | 98% | Sep 2024 |
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Empirical Asset Management | 20k | $1.3M | 166% | Sep 2024 |
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Jane Street | 20k | $1.3M | 135% | Sep 2024 |
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Jpmorgan Chase & Co | 20k | $1.3M | -9% | Sep 2024 |
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Brookstone Capital Management | 19k | $1.3M | 100% | Sep 2024 |
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Brown Brothers Harriman & Co. | 19k | $1.1M | 0% | Jun 2024 |
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P.J. Schmidt Investment Management | 18k | $1.2M | 19% | Sep 2024 |
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Foster & Motley | 17k | $1.2M | -6% | Sep 2024 |
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Brown Advisory Holdings Incorporated | 17k | $1.1M | 0% | Jun 2024 |
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Hibernia Wealth Partners | 17k | $1.1M | 0% | Sep 2024 |
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Cyndeo Wealth Partners | 17k | $1.1M | 6% | Sep 2024 |
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Kingsview Wealth Management | 16k | $1.0M | -4% | Sep 2024 |
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Sepio Capital | 15k | $937k | -21% | Jun 2024 |
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J.w. Cole Advisors | 15k | $959k | 13% | Sep 2024 |
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Colony | 13k | $886k | 8% | Sep 2024 |
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Aptus Capital Advisors | 13k | $848k | 226% | Sep 2024 |
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Wealth Enhancement Advisory Services | 12k | $708k | 9% | Jun 2024 |
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Branch Banking & Trust Company | 12k | $708k | 7% | Jun 2024 |
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Ascent Wealth Partners | 11k | $707k | 0% | Sep 2024 |
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Qrg Capital Management | 10k | $690k | 7% | Sep 2024 |
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Washington Trust Company | 10k | $663k | 0% | Sep 2024 |
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Goss Wealth Management | 9.9k | $604k | 91% | Jun 2024 |
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Capital Advisors | 9.0k | $600k | 14% | Sep 2024 |
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Marks Group Wealth Management | 8.7k | $580k | 100% | Sep 2024 |
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Morgan Stanley | 8.7k | $531k | 1% | Jun 2024 |
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Sontag Advisory | 8.7k | $575k | -7% | Sep 2024 |
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Plan | 8.5k | $564k | 22% | Sep 2024 |
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Rsm Us Wealth Management | 8.3k | $548k | -6% | Sep 2024 |
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Wescott Financial Advisory Group | 8.2k | $542k | -11% | Sep 2024 |
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Ergawealth Advisors | 7.7k | $513k | 0% | Sep 2024 |
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Mariner Wealth Advisors | 6.8k | $449k | 62% | Sep 2024 |
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William Blair $ Company | 6.6k | $438k | 3% | Sep 2024 |
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Executive Wealth Management | 6.4k | $425k | 0% | Sep 2024 |
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RWM Asset Management | 6.3k | $416k | 0% | Sep 2024 |
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Sigma Planning | 6.2k | $411k | 13% | Sep 2024 |
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Captrust Financial Advisors | 6.1k | $402k | 27% | Sep 2024 |
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First Foundation Advisors | 6.0k | $369k | 0% | Jun 2024 |
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Farther Finance Advisors | 5.9k | $389k | -36% | Sep 2024 |
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Royal Bank of Canada | 5.6k | $375k | -26% | Sep 2024 |
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Resources Investment Advisors | 5.5k | $363k | 0% | Sep 2024 |
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Tranquility Partners | 5.3k | $351k | 0% | Sep 2024 |
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Diversified Trust Company | 5.3k | $350k | -27% | Sep 2024 |
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Atria Wealth Solutions | 5.0k | $333k | 17% | Sep 2024 |
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Northern Trust | 5.0k | $333k | 0% | Sep 2024 |
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Apollon Wealth Management | 5.0k | $332k | 16% | Sep 2024 |
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Goldman Sachs Group | 5.0k | $306k | 0% | Jun 2024 |
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Streettalk Advisors | 5.0k | $331k | 100% | Sep 2024 |
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Edge Financial Advisors | 4.5k | $298k | -12% | Sep 2024 |
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Flagship Private Wealth | 4.2k | $277k | 100% | Sep 2024 |
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Townsquare Capital | 3.9k | $257k | -10% | Sep 2024 |
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Frontier Asset Management | 3.7k | $247k | 4% | Sep 2024 |
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Western Financial Corp | 3.5k | $232k | -1% | Sep 2024 |
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Colonial Asset Management | 3.3k | $221k | -1% | Sep 2024 |
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CBIZ Investment Advisory Services | 3.3k | $216k | 132% | Sep 2024 |
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NewEdge Wealth | 3.2k | $215k | 100% | Sep 2024 |
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BancorpSouth Bank | 3.2k | $210k | 100% | Sep 2024 |
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Arkadios Wealth Advisors | 3.1k | $206k | 100% | Sep 2024 |
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Selective Wealth Management | 3.1k | $203k | 100% | Sep 2024 |
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Redwood Financial Network Corp | 3.1k | $205k | 100% | Sep 2024 |
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Leavell Investment Management | 3.0k | $200k | 100% | Sep 2024 |
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O'shaughnessy Asset Management | 2.7k | $180k | 0% | Sep 2024 |
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Aspire Wealth Management Corp | 2.0k | $135k | 7% | Sep 2024 |
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S.A. Mason | 1.5k | $97k | 100% | Sep 2024 |
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Sym Financial Corporation | 1.4k | $84k | 0% | Jun 2024 |
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Brian McDonald | 1.2k | $79k | 0% | Sep 2024 |
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Bogart Wealth | 1.0k | $66k | 0% | Sep 2024 |
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Colonial Trust Co / SC | 1.0k | $66k | -38% | Sep 2024 |
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Hanson McClain Advisors | 829.00 | $55k | 0% | Sep 2024 |
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Mendota Financial Group | 756.00 | $50k | 0% | Sep 2024 |
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Central Trust & Investment | 753.00 | $50k | 0% | Sep 2024 |
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Founders Financial Alliance | 695.00 | $46k | 41% | Sep 2024 |
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Aspire Private Capital | 693.00 | $46k | 72% | Sep 2024 |
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Private Trust Co Na | 583.00 | $36k | 0% | Jun 2024 |
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Signature Resources Capital Management | 548.00 | $36k | 0% | Sep 2024 |
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Glassman Wealth Services | 485.00 | $32k | 0% | Sep 2024 |
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Arlington Trust | 378.00 | $25k | 0% | Sep 2024 |
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Venturi Wealth Management | 339.00 | $23k | 31% | Sep 2024 |
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Optimum Investment Advisors | 250.00 | $17k | 0% | Sep 2024 |
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MGB Wealth Management | 216.00 | $14k | 0% | Sep 2024 |
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Absolute Investment Management | 207.00 | $14k | 0% | Sep 2024 |
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Concord Wealth Partners | 195.00 | $13k | 0% | Sep 2024 |
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Wolff Wiese Magana | 180.00 | $12k | 0% | Sep 2024 |
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Qube Research & Technologies | 174.00 | $11k | 31% | Jun 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 136.00 | $9.0k | -29% | Sep 2024 |
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Private Ocean | 119.00 | $7.3k | 0% | Jun 2024 |
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Barrett & Company | 72.00 | $4.8k | 0% | Sep 2024 |
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IFP Advisors | 70.00 | $4.3k | 100% | Jun 2024 |
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Sunbelt Securities | 56.00 | $3.4k | 0% | Jun 2024 |
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Redmont Wealth Advisors | 50.00 | $3.3k | -29% | Sep 2024 |
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Ronald Blue Trust | 18.00 | $1.1k | -94% | Sep 2024 |
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Who sold out of Ishares Tr msci usa smlcp?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Citadel Advisors | Jun 2024 | 15k | $913k |
Park Avenue Securities | Jun 2024 | 4.8k | $297k |
International Assets Investment Management | Jun 2024 | 2.9k | $174k |
Franklin Resources | Jun 2024 | 2.2k | $133k |
ORG Partners | Jun 2024 | 1.5k | $91k |
SCBT Financial Corporation | Jun 2024 | 675.00 | $41k |
Assetmark | Jun 2024 | 79.00 | $4.8k |