Franklin Resources Inc Ishares Msci Usa Small Cap Mul Transaction History

Franklin Resources Inc

$334 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$58.71 - $63.6 $127,400 - $138,012	-2,170 Reduced 49.95%	2,174 $133,000
Q1 2024 May 13, 2024	BUY	$56.47 - $63.58 $245,305 - $276,191	4,344 New	4,344 $276,000

Others Institutions Holding SMLF

# of Institutions

168

Shares Held

16.9M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$260 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$105 Million
0.02% of portfolio
Acropolis Investment Management, LLC

801K
Shares

$56.4 Million
3.24% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$43.7 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

568K
Shares

$40 Million
4.96% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

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