Aptus Capital Advisors, LLC Ishares Msci Usa Small Cap Mul Transaction History

Aptus Capital Advisors, LLC

  • $8.97 Billion
  • Q1 2025

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 4,149 shares of SMLF stock, worth $273,004. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,149
Previous 5,397 23.12%
Holding current value
$273,004
Previous $364,000 29.4%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$60.91 - $71.4 $76,015 - $89,107
-1,248 Reduced 23.12%
4,149 $257,000
Q4 2024

Feb 14, 2025
SELL
$65.31 - $74.15 $481,791 - $547,004
-7,377 Reduced 57.75%
5,397 $364,000
Q3 2024

Nov 05, 2024
BUY
$60.1 - $66.57 $532,125 - $589,410
8,854 Added 225.87%
12,774 $847,000
Q2 2024

Jul 31, 2024
SELL
$58.71 - $63.6 $8,219 - $8,904
-140 Reduced 3.45%
3,920 $239,000
Q1 2024

May 15, 2024
BUY
$56.47 - $63.58 $229,268 - $258,134
4,060 New
4,060 $258,000

Others Institutions Holding SMLF

# of Institutions
205
Shares Held
20.1M
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 Aptus Capital Advisors, LLC Portfolio

Follow Aptus Capital Advisors, 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 Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email