Wingate Wealth Advisors, Inc. Ishares Msci Usa Small Cap Mul Transaction History

Wingate Wealth Advisors, Inc.

  • $112 Billion
  • Q2 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 9,562 shares of SMLF stock, worth $661,786. This represents 0.58% of its overall portfolio holdings.

Number of Shares
9,562
Previous 11,172 14.41%
Holding current value
$661,786
Previous $694 Million 6.44%
% of portfolio
0.58%
Previous 0.8%

Shares

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

Jul 29, 2025
SELL
$54.28 - $67.95 $87,390 - $109,399
-1,610 Reduced 14.41%
9,562 $650 Million
Q1 2025

Apr 23, 2025
BUY
$60.91 - $71.4 $120,906 - $141,729
1,985 Added 21.61%
11,172 $694 Million
Q4 2024

Jan 28, 2025
BUY
$65.31 - $74.15 $600,002 - $681,216
9,187 New
9,187 $620 Million

Others Institutions Holding SMLF

# of Institutions
223
Shares Held
21M
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
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