Frontier Asset Management, LLC Ishares Msci Usa Small Cap Mul Transaction History

Frontier Asset Management, LLC

$222 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$60.1 - $66.57 $8,474 - $9,386	141 Added 3.93%	3,726 $247,000
Q2 2024 Aug 07, 2024	BUY	$58.71 - $63.6 $210,475 - $228,006	3,585 New	3,585 $219,000

Others Institutions Holding SMLF

# of Institutions

190

Shares Held

18.1M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.57M
Shares

$208 Million
14.47% of portfolio
Wells Fargo & Company San Francisco, CA

1.63M
Shares

$94.5 Million
0.03% of portfolio
Acropolis Investment Management, LLC

837K
Shares

$48.7 Million
3.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

753K
Shares

$43.8 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

562K
Shares

$32.6 Million
4.66% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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