Creative Planning Ishares Msci Usa Small Cap Mul Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$46.1 - $55.08 $13,276 - $15,863	-288 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$51.3 - $57.97 $14,774 - $16,695	288 New	288 $16,000

Others Institutions Holding SMLF

# of Institutions

165

Shares Held

16.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$258 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$104 Million
0.02% of portfolio
Acropolis Investment Management, LLC

801K
Shares

$55.9 Million
3.24% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$43.3 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

568K
Shares

$39.7 Million
4.96% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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