Cbiz Investment Advisory Services, LLC Ishares Msci Usa Small Cap Mul Transaction History

Cbiz Investment Advisory Services, LLC

$1.44 Billion
Q1 2024

A detailed history of Cbiz Investment Advisory Services, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 1,951 shares of SMLF stock, worth $118,815. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,951

Holding current value

$118,815

% of portfolio

0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$56.47 - $63.58 $110,172 - $124,044	1,951 New	1,951 $124,000
Q4 2021 Feb 11, 2022	SELL	$53.7 - $59.93 $119,267 - $133,104	-2,221 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$45.27 - $53.72 $452,292 - $536,716	-9,991 Reduced 81.81%	2,221 $116,000
Q4 2020 Feb 16, 2021	SELL	$37.75 - $46.16 $2.5 Million - $3.05 Million	-66,181 Reduced 84.42%	12,212 $107,000
Q3 2020 Nov 13, 2020	BUY	$34.77 - $39.3 $90,367 - $102,140	2,599 Added 3.43%	78,393 $2.92 Million

Q2 2020 Aug 14, 2020	BUY	$27.44 - $38.56 $422,054 - $593,091	15,381 Added 25.46%	75,794 $2.71 Million
Q1 2020 May 15, 2020	BUY	$25.55 - $43.97 $318,761 - $548,569	12,476 Added 26.03%	60,413 $1.8 Million
Q4 2019 Feb 12, 2020	BUY	$38.6 - $43.0 $1.85 Million - $2.06 Million	47,937 New	47,937 $2.06 Million

Others Institutions Holding SMLF

# of Institutions

146

Shares Held

13.6M

Call Options Held

Put Options Held

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About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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Cbiz Investment Advisory Services, LLC Ishares Msci Usa Small Cap Mul Transaction History