Cordasco Financial Network Ishares Msci Usa Small Cap Mul Transaction History

Cordasco Financial Network

$138 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 10, 2019	SELL	$37.92 - $42.15 $2,540 - $2,824	-67 Closed	0 $0
Q4 2018 Jan 14, 2019	BUY	$33.54 - $43.15 $2,247 - $2,891	67 New	67 $2,000

Others Institutions Holding SMLF

# of Institutions

205

Shares Held

20.1M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.61M
Shares

$235 Million
13.21% of portfolio
Wells Fargo & Company San Francisco, CA

1.88M
Shares

$122 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.15M
Shares

$74.7 Million
0.02% of portfolio
Acropolis Investment Management, LLC

837K
Shares

$54.5 Million
3.14% of portfolio
Lpl Financial LLC Fort Mill, SC

631K
Shares

$41.1 Million
0.02% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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