Creative Financial Designs Inc Ishares Msci Usa Small Cap Mul Transaction History

Creative Financial Designs Inc

$1.21 Billion
Q1 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 23, 2020	SELL	$27.44 - $38.56 $301 - $424	-11 Closed	0 $0
Q3 2019 Oct 23, 2019	SELL	$38.3 - $41.35 $2,681 - $2,894	-70 Reduced 86.42%	11 $0
Q2 2019 Aug 07, 2019	SELL	$37.92 - $42.15 $9,366 - $10,411	-247 Reduced 75.3%	81 $3,000
Q1 2019 Apr 23, 2019	SELL	$35.2 - $41.8 $374,176 - $444,333	-10,630 Reduced 97.01%	328 $13,000
Q4 2018 Jan 24, 2019	SELL	$33.54 - $43.15 $35,988 - $46,299	-1,073 Reduced 8.92%	10,958 $392,000
Q3 2018 Nov 02, 2018	BUY	$42.24 - $44.87 $68,597 - $72,868	1,624 Added 15.6%	12,031 $523,000
Q2 2018 Jul 13, 2018	BUY	$38.46 - $43.37 $55,382 - $62,452	1,440 Added 16.06%	10,407 $435,000
Q1 2018 May 02, 2018	BUY	$37.61 - $41.49 $329,538 - $363,535	8,762 Added 4274.15%	8,967 $351,000
Q4 2017 May 02, 2018	BUY	$38.12 - $40.09 $7,814 - $8,218	205	205 $8,000

Others Institutions Holding SMLF

# of Institutions

195

Shares Held

18.3M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.57M
Shares

$218 Million
14.47% of portfolio
Wells Fargo & Company San Francisco, CA

1.63M
Shares

$99.2 Million
0.03% of portfolio
Acropolis Investment Management, LLC

837K
Shares

$51.1 Million
3.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

753K
Shares

$46 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

562K
Shares

$34.3 Million
4.66% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

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