Executive Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History

Executive Wealth Management, LLC

  • $1.09 Billion
  • Q1 2024

A detailed history of Executive Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Executive Wealth Management, LLC holds 6,364 shares of SMLF stock, worth $387,567. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,364
Previous 6,203 2.6%
Holding current value
$387,567
Previous $364,000 10.99%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$56.47 - $63.58 $9,091 - $10,236
161 Added 2.6%
6,364 $404,000
Q4 2023

Jan 26, 2024
BUY
$47.85 - $59.52 $4,067 - $5,059
85 Added 1.39%
6,203 $364,000
Q3 2023

Nov 07, 2023
BUY
$51.0 - $56.62 $312,018 - $346,401
6,118 New
6,118 $316,000

Others Institutions Holding SMLF

# of Institutions
146
Shares Held
13.6M
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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