Ground Swell Capital, LLC Ishares Msci Usa Small Cap Mul Transaction History

Ground Swell Capital, LLC

$59 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$60.91 - $71.4 $335,370 - $393,128	5,506 New	5,506 $342,000
Q2 2023 Aug 10, 2023	BUY	$48.63 - $53.62 $196,416 - $216,571	4,039 New	4,039 $216,000

Others Institutions Holding SMLF

# of Institutions

223

Shares Held

21M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.74M
Shares

$259 Million
13.81% of portfolio
Wells Fargo & Company San Francisco, CA

1.88M
Shares

$130 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.15M
Shares

$79.4 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

964K
Shares

$66.7 Million
0.02% of portfolio
Acropolis Investment Management, LLC

871K
Shares

$60.3 Million
3.3% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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