Axim Planning & Wealth Ishares Msci Usa Small Cap Mul Transaction History

Axim Planning & Wealth

$123 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$45.03 - $53.86 $1,215 - $1,454	27 Added 11.02%	272 $12,000
Q2 2022 Oct 13, 2022	BUY	$46.1 - $55.08 $11,294 - $13,494	245 New	245 $11,000

Others Institutions Holding SMLF

# of Institutions

145

Shares Held

13.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.97M
Shares

$241 Million
16.35% of portfolio
Wells Fargo & Company San Francisco, CA

1.25M
Shares

$75.9 Million
0.02% of portfolio
Acropolis Investment Management, LLC

708K
Shares

$43 Million
3.0% of portfolio
Ullmann Wealth Partners Group, LLC

510K
Shares

$30.9 Million
4.82% of portfolio
Black Rock Inc. New York, NY

504K
Shares

$30.6 Million
0.0% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

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