A detailed history of Aspire Wealth Management Corp transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Aspire Wealth Management Corp holds 1,794 shares of SMLF stock, worth $108,806. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,794
Previous 1,790 0.22%
Holding current value
$108,806
Previous $105,000 8.57%
% of portfolio
0.07%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

BUY
$56.47 - $63.58 $225 - $254
4 Added 0.22%
1,794 $114,000
Q4 2023

Jan 22, 2024

BUY
$47.85 - $59.52 $430 - $535
9 Added 0.51%
1,790 $105,000
Q3 2023

Oct 30, 2023

BUY
$51.0 - $56.62 $5,151 - $5,718
101 Added 6.01%
1,781 $92,000
Q2 2023

Jul 27, 2023

SELL
$48.63 - $53.62 $3,549 - $3,914
-73 Reduced 4.16%
1,680 $90,000
Q1 2023

May 04, 2023

SELL
$48.72 - $56.08 $79,072 - $91,017
-1,623 Reduced 48.07%
1,753 $89,000
Q4 2022

Feb 06, 2023

BUY
$48.83 - $53.17 $12,012 - $13,079
246 Added 7.86%
3,376 $167,000
Q3 2022

Nov 09, 2022

SELL
$45.03 - $53.86 $4,412 - $5,278
-98 Reduced 3.04%
3,130 $140,000
Q2 2022

Aug 11, 2022

SELL
$46.1 - $55.08 $829 - $991
-18 Reduced 0.55%
3,228 $151,000
Q1 2022

May 03, 2022

SELL
$51.3 - $57.97 $9,747 - $11,014
-190 Reduced 5.53%
3,246 $177,000
Q4 2021

Mar 14, 2022

BUY
$53.7 - $59.93 $184,513 - $205,919
3,436 New
3,436 $197,000

Others Institutions Holding SMLF

About ISHARES MSCI USA SMALL-CAP MUL


  • Ticker SMLF
  • Sector ETFs
  • Industry ETFs
More about SMLF
Track This Portfolio

Track Aspire Wealth Management Corp Portfolio

Follow Aspire Wealth Management Corp 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 Aspire Wealth Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Aspire Wealth Management Corp with notifications on news.