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

Cbiz Investment Advisory Services, LLC

  • $1.93 Billion
  • Q3 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 3,250 shares of SMLF stock, worth $222,852. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,250
Previous 1,398 132.47%
Holding current value
$222,852
Previous $85,000 152.94%
% of portfolio
0.01%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$60.1 - $66.57 $111,305 - $123,287
1,852 Added 132.47%
3,250 $215,000
Q2 2024

Aug 09, 2024
SELL
$58.71 - $63.6 $32,466 - $35,170
-553 Reduced 28.34%
1,398 $85,000
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
163
Shares Held
16.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SMALL-CAP MUL

SMLF Quotes by TradingView
  • Ticker SMLF
  • Sector ETFs
  • Industry ETFs
More about SMLF
Track This Portfolio

Track Cbiz Investment Advisory Services, LLC Portfolio

Follow Cbiz Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cbiz Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cbiz Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email