Franklin Resources Inc Ishares Msci Usa Small Cap Mul Transaction History

Franklin Resources Inc

$356 Billion
Q2 2025

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

239

Shares Held

24.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.74M
Shares

$275 Million
13.81% of portfolio
Wells Fargo & Company San Francisco, CA

2.08M
Shares

$152 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.57M
Shares

$115 Million
0.03% of portfolio
Valmark Advisers, Inc.

1.06M
Shares

$78 Million
1.04% of portfolio
Lpl Financial LLC Fort Mill, SC

964K
Shares

$70.8 Million
0.02% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

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