Geo Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History

Geo Wealth Management, LLC

$2.4 Billion
Q2 2025

A detailed history of Geo Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Geo Wealth Management, LLC holds 83,594 shares of SMLF stock, worth $6.14 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

83,594

Previous 75,702 10.43%

Holding current value

$6.14 Million

Previous $4.71 Million 20.72%

% of portfolio

0.24%

Previous 0.2%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$54.28 - $67.95 $428,377 - $536,261	7,892 Added 10.43%	83,594 $5.68 Million
Q1 2025 May 09, 2025	SELL	$60.91 - $71.4 $8.9 Million - $10.4 Million	-146,135 Reduced 65.87%	75,702 $4.71 Million
Q4 2024 Feb 13, 2025	SELL	$65.31 - $74.15 $1.69 Million - $1.92 Million	-25,938 Reduced 10.47%	221,837 $15 Million
Q3 2024 Nov 12, 2024	BUY	$60.1 - $66.57 $7.62 Million - $8.44 Million	126,729 Added 104.69%	247,775 $16.4 Million
Q2 2024 Aug 12, 2024	BUY	$58.71 - $63.6 $1.08 Million - $1.17 Million	18,456 Added 17.99%	121,046 $7.41 Million
Q1 2024 May 15, 2024	BUY	$56.47 - $63.58 $5.79 Million - $6.52 Million	102,590 New	102,590 $6.52 Million
Q1 2024 May 15, 2024	SELL	$56.47 - $63.58 $181,720 - $204,600	-3,218 Reduced 3.14%	99,372 $6.32 Million
Q3 2023 Nov 13, 2023	BUY	$51.0 - $56.62 $765 - $849	15 Added 0.45%	3,313 $171,000
Q2 2023 Aug 10, 2023	BUY	$48.63 - $53.62 $160,381 - $176,838	3,298 New	3,298 $176,000
Q4 2022 Feb 13, 2023	BUY	$45.98 - $53.17 $199,461 - $230,651	4,338 New	4,338 $216,000
Q3 2020 Nov 13, 2020	SELL	$34.77 - $39.3 $1.23 Million - $1.39 Million	-35,283 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$27.44 - $38.56 $968,165 - $1.36 Million	35,283 New	35,283 $1.26 Million
Q1 2020 May 13, 2020	SELL	$25.55 - $43.97 $467,386 - $804,343	-18,293 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$38.6 - $43.0 $706,109 - $786,599	18,293 New	18,293 $785,000

Others Institutions Holding SMLF

# of Institutions

234

Shares Held

23.9M

Call Options Held

Put Options Held

View Full List

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

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Geo Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History