Cabana LLC Ishares Msci Usa Small Cap Mul Transaction History

Cabana LLC

$17.9 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$45.27 - $53.72 $152,559 - $181,036	-3,370 Closed	0 $0
Q2 2020 Aug 12, 2020	BUY	$27.44 - $38.56 $92,472 - $129,947	3,370 New	3,370 $120,000

Others Institutions Holding SMLF

# of Institutions

161

Shares Held

16.3M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$257 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$103 Million
0.02% of portfolio
Acropolis Investment Management, LLC

787K
Shares

$54.8 Million
3.15% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$43.1 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

560K
Shares

$38.9 Million
4.81% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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