Aspire Wealth Management Corp Ishares Msci Usa Small Cap Mul Transaction History

Aspire Wealth Management Corp

  • $174 Million
  • Q3 2024

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 2,027 shares of SMLF stock, worth $139,113. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,027
Previous 1,889 7.31%
Holding current value
$139,113
Previous $115,000 16.52%
% of portfolio
0.08%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$60.1 - $66.57 $8,293 - $9,186
138 Added 7.31%
2,027 $134,000
Q2 2024

Aug 12, 2024
BUY
$58.71 - $63.6 $5,577 - $6,042
95 Added 5.3%
1,889 $115,000
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
$45.98 - $53.17 $11,311 - $13,079
246 Added 7.86%
3,376 $167,000
Q3 2022

Nov 09, 2022
SELL
$44.1 - $53.86 $4,321 - $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

# of Institutions
163
Shares Held
16.6M
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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email