Cyndeo Wealth Partners, LLC Ishares Msci Usa Small Cap Mul Transaction History

Cyndeo Wealth Partners, LLC

$1.72 Billion
Q3 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 21,921 shares of SMLF stock, worth $1.59 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

21,921

Previous 21,438 2.25%

Holding current value

$1.59 Million

Previous $1.46 Million 11.88%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$68.27 - $75.58 $32,974 - $36,505	483 Added 2.25%	21,921 $1.63 Million
Q2 2025 Jul 24, 2025	BUY	$54.28 - $67.95 $48,906 - $61,222	901 Added 4.39%	21,438 $1.46 Million
Q1 2025 Apr 17, 2025	BUY	$60.91 - $71.4 $212,941 - $249,614	3,496 Added 20.52%	20,537 $1.28 Million
Q4 2024 Jan 21, 2025	BUY	$65.31 - $74.15 $12,212 - $13,866	187 Added 1.11%	17,041 $1.15 Million
Q3 2024 Oct 18, 2024	BUY	$60.1 - $66.57 $56,974 - $63,108	948 Added 5.96%	16,854 $1.12 Million

Q2 2024 Jul 30, 2024	BUY	$58.71 - $63.6 $536,726 - $581,431	9,142 Added 135.16%	15,906 $973,000
Q1 2024 Apr 16, 2024	BUY	$56.47 - $63.58 $381,963 - $430,055	6,764 New	6,764 $430,000

Others Institutions Holding SMLF

# of Institutions

252

Shares Held

27.2M

Call Options Held

Put Options Held

View Full List

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

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Cyndeo Wealth Partners, LLC Ishares Msci Usa Small Cap Mul Transaction History