Concord Wealth Partners Ishares Msci Usa Small Cap Mul Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Concord Wealth Partners holds 122 shares of SMLF stock, worth $8,964. This represents 0.0% of its overall portfolio holdings.

Number of Shares
122
Previous 440 72.27%
Holding current value
$8,964
Previous $27,000 70.37%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$54.28 - $67.95 $17,261 - $21,608
-318 Reduced 72.27%
122 $8,000
Q1 2025

May 02, 2025
SELL
$60.91 - $71.4 $60 - $71
-1 Reduced 0.23%
440 $27,000
Q4 2024

Jan 23, 2025
BUY
$65.31 - $74.15 $16,066 - $18,240
246 Added 126.15%
441 $29,000
Q2 2023

Aug 07, 2023
BUY
$48.63 - $53.62 $9,482 - $10,455
195 New
195 $10,000
Q4 2022

Jan 27, 2023
BUY
$45.98 - $53.17 $8,966 - $10,368
195 New
195 $9,000
Q2 2022

Aug 04, 2022
BUY
$46.1 - $55.08 $8,989 - $10,740
195 Added 590.91%
228 $11,000
Q1 2022

Apr 20, 2022
SELL
$51.3 - $57.97 $5,643 - $6,376
-110 Reduced 76.92%
33 $2,000
Q4 2021

Jan 21, 2022
BUY
$53.7 - $59.93 $7,679 - $8,569
143 New
143 $8,000

Others Institutions Holding SMLF

# of Institutions
234
Shares Held
23.2M
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
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