Bkm Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History

Bkm Wealth Management, LLC

  • $244 Billion
  • Q4 2024

A detailed history of Bkm Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 29,723 shares of SMLF stock, worth $2.01 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
29,723
Previous 26,621 11.65%
Holding current value
$2.01 Million
Previous $1.77 Billion 13.59%
% of portfolio
0.82%
Previous 0.72%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$65.31 - $74.15 $202,591 - $230,013
3,102 Added 11.65%
29,723 $2.01 Billion
Q3 2024

Oct 23, 2024
BUY
$60.1 - $66.57 $46,517 - $51,525
774 Added 2.99%
26,621 $1.77 Billion
Q2 2024

Jul 24, 2024
SELL
$58.71 - $63.6 $14,971 - $16,218
-255 Reduced 0.98%
25,847 $1.58 Billion
Q1 2024

Apr 18, 2024
SELL
$56.47 - $63.58 $66,239 - $74,579
-1,173 Reduced 4.3%
26,102 $1.66 Billion
Q4 2023

Jan 10, 2024
BUY
$47.85 - $59.52 $1.31 Million - $1.62 Million
27,275 New
27,275 $1.6 Billion

Others Institutions Holding SMLF

# of Institutions
186
Shares Held
18M
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 Bkm Wealth Management, LLC Portfolio

Follow Bkm Wealth Management, 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 Bkm Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bkm Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email