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

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 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 5,173 shares of SMLF stock, worth $306,345. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,173
Previous 6,405 19.23%
Holding current value
$306,345
Previous $424,000 17.69%
% of portfolio
0.03%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$65.31 - $74.15 $80,461 - $91,352
-1,232 Reduced 19.23%
5,173 $349,000
Q3 2024

Nov 01, 2024
BUY
$60.1 - $66.57 $1,442 - $1,597
24 Added 0.38%
6,405 $424,000
Q2 2024

Aug 08, 2024
BUY
$58.71 - $63.6 $998 - $1,081
17 Added 0.27%
6,381 $390,000
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
193
Shares Held
18.5M
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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