Dynamic Wealth Strategies, LLC Ishares Msci Usa Small Cap Mul Transaction History

Dynamic Wealth Strategies, LLC

  • $138 Million
  • Q2 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 20,402 shares of SMLF stock, worth $1.5 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
20,402
Previous 18,676 9.24%
Holding current value
$1.5 Million
Previous $1.16 Million 19.48%
% of portfolio
1.0%
Previous 0.97%

Shares

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

Aug 13, 2025
BUY
$54.28 - $67.95 $93,687 - $117,281
1,726 Added 9.24%
20,402 $1.39 Million
Q1 2025

May 12, 2025
SELL
$60.91 - $71.4 $1.16 Million - $1.35 Million
-18,972 Reduced 50.39%
18,676 $1.16 Million
Q3 2024

Nov 13, 2024
SELL
$60.1 - $66.57 $18,150 - $20,104
-302 Reduced 0.8%
37,648 $2.5 Million
Q2 2024

Aug 15, 2024
SELL
$58.71 - $63.6 $40,392 - $43,756
-688 Reduced 1.78%
37,950 $2.32 Million
Q1 2024

May 15, 2024
SELL
$56.47 - $63.58 $32,300 - $36,367
-572 Reduced 1.46%
38,638 $2.46 Million
Q4 2023

Feb 13, 2024
BUY
$47.85 - $59.52 $1.88 Million - $2.33 Million
39,210 New
39,210 $2.31 Billion

Others Institutions Holding SMLF

# of Institutions
234
Shares Held
23.9M
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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