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

Dynamic Wealth Strategies, LLC

  • $119 Million
  • Q1 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 18,676 shares of SMLF stock, worth $1.22 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
18,676
Previous 37,648 50.39%
Holding current value
$1.22 Million
Previous $2.54 Million 54.35%
% of portfolio
0.97%
Previous 2.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
205
Shares Held
20.1M
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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