Creative Planning Ishares Msci Usa Small Cap Mul Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Creative Planning holds 6,968 shares of SMLF stock, worth $512,008. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,968

Holding current value

$512,008

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$54.28 - $67.95 $378,223 - $473,475	6,968 New	6,968 $473,000
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

235

Shares Held

23.9M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

3.74M
Shares

$275 Million
13.81% of portfolio
Wells Fargo & Company San Francisco, CA

2.08M
Shares

$152 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.57M
Shares

$115 Million
0.03% of portfolio
Valmark Advisers, Inc.

1.06M
Shares

$78 Million
1.04% of portfolio
Lpl Financial LLC Fort Mill, SC

964K
Shares

$70.8 Million
0.02% of portfolio

View Full List

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

More about SMLF

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