Bartlett & Co. Wealth Management LLC Ishares Msci Usa Small Cap Mul Transaction History

Bartlett & Co. Wealth Management LLC

$7.34 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 24, 2025	BUY	$60.91 - $71.4 $86,370 - $101,245	1,418 New	1,418 $88.1 Million

Others Institutions Holding SMLF

# of Institutions

235

Shares Held

23.9M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.74M
Shares

$275 Million
13.81% of portfolio
Wells Fargo & Company San Francisco, CA

2.08M
Shares

$152 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.57M
Shares

$115 Million
0.03% of portfolio
Valmark Advisers, Inc.

1.06M
Shares

$78 Million
1.04% of portfolio
Lpl Financial LLC Fort Mill, SC

964K
Shares

$70.8 Million
0.02% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
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