Freestone Capital Holdings, LLC Ishares Msci Usa Small Cap Mul Transaction History

Freestone Capital Holdings, LLC

$2.9 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$45.27 - $53.72 $724 - $859	-16 Closed	0 $0
Q3 2020 Nov 06, 2020	BUY	$34.77 - $39.3 $556 - $628	16 New	16 $0

Others Institutions Holding SMLF

# of Institutions

163

Shares Held

16.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$252 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$101 Million
0.02% of portfolio
Acropolis Investment Management, LLC

787K
Shares

$53.8 Million
3.15% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$42.4 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

560K
Shares

$38.3 Million
4.81% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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