Ergawealth Advisors, Inc. Ishares Msci Usa Small Cap Mul Transaction History

Ergawealth Advisors, Inc.

$202 Billion
Q3 2024

A detailed history of Ergawealth Advisors, Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 7,735 shares of SMLF stock, worth $530,853. This represents 0.25% of its overall portfolio holdings.

Number of Shares

7,735

Previous 7,723 0.16%

Holding current value

$530,853

Previous $473 Million 8.56%

% of portfolio

0.25%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$60.1 - $66.57 $721 - $798	12 Added 0.16%	7,735 $513 Million
Q2 2024 Jul 19, 2024	SELL	$58.71 - $63.6 $587 - $636	-10 Reduced 0.13%	7,723 $473 Million
Q1 2024 Apr 29, 2024	SELL	$56.47 - $63.58 $73,693 - $82,971	-1,305 Reduced 14.44%	7,733 $492 Million
Q4 2023 Jan 30, 2024	SELL	$47.85 - $59.52 $9,091 - $11,308	-190 Reduced 2.06%	9,038 $532 Million
Q3 2023 Oct 30, 2023	BUY	$51.0 - $56.62 $24,888 - $27,630	488 Added 5.58%	9,228 $477 Million
Q2 2023 Jul 17, 2023	BUY	$48.63 - $53.62 $1,069 - $1,179	22 Added 0.25%	8,740 $469 Million
Q1 2023 May 02, 2023	SELL	$48.72 - $56.08 $21,875 - $25,179	-449 Reduced 4.9%	8,718 $447 Million
Q4 2022 Apr 14, 2023	BUY	$45.98 - $53.17 $421,498 - $487,409	9,167 New	9,167 $455 Million

Others Institutions Holding SMLF

# of Institutions

163

Shares Held

16.6M

Call Options Held

Put Options Held

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About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

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Ergawealth Advisors, Inc. Ishares Msci Usa Small Cap Mul Transaction History