Cornerstone Planning Group LLC Ishares Msci Usa Small Cap Mul Transaction History

Cornerstone Planning Group LLC

  • $490 Billion
  • Q2 2025

A detailed history of Cornerstone Planning Group LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 435,547 shares of SMLF stock, worth $30.1 Million. This represents 6.17% of its overall portfolio holdings.

Number of Shares
435,547
Previous 399,823 8.93%
Holding current value
$30.1 Million
Previous $23.7 Billion 27.59%
% of portfolio
6.17%
Previous 5.66%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$54.28 - $67.95 $1.94 Million - $2.43 Million
35,724 Added 8.93%
435,547 $30.2 Billion
Q1 2025

Apr 30, 2025
BUY
$60.91 - $71.4 $1.73 Million - $2.02 Million
28,347 Added 7.63%
399,823 $23.7 Billion
Q4 2024

Jan 29, 2025
BUY
$65.31 - $74.15 $604,117 - $685,887
9,250 Added 2.55%
371,476 $26.1 Billion
Q3 2024

Nov 05, 2024
BUY
$60.1 - $66.57 $21.8 Million - $24.1 Million
362,226 New
362,226 $24.2 Billion

Others Institutions Holding SMLF

# of Institutions
229
Shares Held
22.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SMALL-CAP MUL

SMLF Quotes by TradingView
  • Ticker SMLF
  • Sector ETFs
  • Industry ETFs
More about SMLF
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email