Bkm Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History

Bkm Wealth Management, LLC

$256 Billion
Q2 2025

A detailed history of Bkm Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 24,695 shares of SMLF stock, worth $1.85 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

24,695

Previous 28,371 12.96%

Holding current value

$1.85 Million

Previous $1.76 Billion 4.85%

% of portfolio

0.66%

Previous 0.73%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$54.28 - $67.95 $199,533 - $249,784	-3,676 Reduced 12.96%	24,695 $1.68 Billion
Q1 2025 May 05, 2025	SELL	$60.91 - $71.4 $82,350 - $96,532	-1,352 Reduced 4.55%	28,371 $1.76 Billion
Q4 2024 Jan 31, 2025	BUY	$65.31 - $74.15 $202,591 - $230,013	3,102 Added 11.65%	29,723 $2.01 Billion
Q3 2024 Oct 23, 2024	BUY	$60.1 - $66.57 $46,517 - $51,525	774 Added 2.99%	26,621 $1.77 Billion
Q2 2024 Jul 24, 2024	SELL	$58.71 - $63.6 $14,971 - $16,218	-255 Reduced 0.98%	25,847 $1.58 Billion
Q1 2024 Apr 18, 2024	SELL	$56.47 - $63.58 $66,239 - $74,579	-1,173 Reduced 4.3%	26,102 $1.66 Billion
Q4 2023 Jan 10, 2024	BUY	$47.85 - $59.52 $1.31 Million - $1.62 Million	27,275 New	27,275 $1.6 Billion

Others Institutions Holding SMLF

# of Institutions

230

Shares Held

22.3M

Call Options Held

Put Options Held

View Full List

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

More about SMLF

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Bkm Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History