Foundations Investment Advisors, LLC Ishares Msci Usa Small Cap Mul Transaction History

Foundations Investment Advisors, LLC

$5.88 Billion
Q2 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 249,612 shares of SMLF stock, worth $18.3 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

249,612

Previous 256,326 2.62%

Holding current value

$18.3 Million

Previous $15.9 Million 6.45%

% of portfolio

0.29%

Previous 0.31%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$54.28 - $67.95 $364,435 - $456,216	-6,714 Reduced 2.62%	249,612 $17 Million
Q1 2025 May 07, 2025	BUY	$60.91 - $71.4 $15.6 Million - $18.3 Million	256,326 New	256,326 $15.9 Million
Q3 2023 Oct 05, 2023	SELL	$51.0 - $56.62 $3.36 Million - $3.73 Million	-65,914 Reduced 52.53%	59,557 $3.08 Million
Q2 2023 Jul 19, 2023	SELL	$48.63 - $53.62 $279,184 - $307,832	-5,741 Reduced 4.38%	125,471 $6.73 Million
Q1 2023 Apr 25, 2023	SELL	$48.72 - $56.08 $4.48 Million - $5.15 Million	-91,895 Reduced 41.19%	131,212 $6.73 Million
Q4 2022 Jan 11, 2023	SELL	$45.98 - $53.17 $261,626 - $302,537	-5,690 Reduced 2.49%	223,107 $0
Q3 2022 Oct 19, 2022	SELL	$44.1 - $53.86 $360,341 - $440,090	-8,171 Reduced 3.45%	228,797 $10.2 Million
Q2 2022 Jul 08, 2022	BUY	$46.1 - $55.08 $220,358 - $263,282	4,780 Added 2.06%	236,968 $11 Million
Q1 2022 Apr 19, 2022	SELL	$51.3 - $57.97 $7.17 Million - $8.1 Million	-139,780 Reduced 37.58%	232,188 $12.4 Million
Q4 2021 Jan 21, 2022	SELL	$53.7 - $59.93 $257,760 - $287,664	-4,800 Reduced 1.27%	371,968 $21 Million
Q3 2021 Oct 13, 2021	BUY	$51.64 - $56.47 $2.48 Million - $2.71 Million	48,074 Added 14.63%	376,768 $20.5 Million
Q2 2021 Jul 14, 2021	BUY	$51.77 - $55.2 $4.75 Million - $5.07 Million	91,803 Added 38.75%	328,694 $18 Million
Q1 2021 Apr 09, 2021	BUY	$45.27 - $53.72 $7.33 Million - $8.7 Million	161,937 Added 216.05%	236,891 $12.5 Million
Q4 2020 Jan 13, 2021	SELL	$37.75 - $46.16 $823,101 - $1.01 Million	-21,804 Reduced 22.53%	74,954 $3.61 Million
Q3 2020 Oct 07, 2020	BUY	$34.77 - $39.3 $1.42 Million - $1.61 Million	40,894 Added 73.2%	96,758 $3.68 Million
Q2 2020 Jul 08, 2020	BUY	$27.44 - $38.56 $1.53 Million - $2.15 Million	55,864 New	55,864 $1.99 Million

Others Institutions Holding SMLF

# of Institutions

234

Shares Held

23.9M

Call Options Held

Put Options Held

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About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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Foundations Investment Advisors, LLC Ishares Msci Usa Small Cap Mul Transaction History