Howe & Rusling Inc Ishares Msci Usa Small Cap Mul Transaction History

Howe & Rusling Inc

$1.16 Billion
Q4 2024

A detailed history of Howe & Rusling Inc transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Howe & Rusling Inc holds 213 shares of SMLF stock, worth $12,926. This represents 0.0% of its overall portfolio holdings.

Number of Shares

213

Holding current value

$12,926

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$65.31 - $74.15 $13,911 - $15,793	213 New	213 $14,000
Q3 2023 Nov 08, 2023	BUY	$51.0 - $56.62 $41,259 - $45,805	809 New	809 $41,000

Others Institutions Holding SMLF

# of Institutions

193

Shares Held

18.5M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

3.57M
Shares

$217 Million
14.47% of portfolio
Wells Fargo & Company San Francisco, CA

1.63M
Shares

$98.6 Million
0.03% of portfolio
Acropolis Investment Management, LLC

837K
Shares

$50.8 Million
3.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

753K
Shares

$45.7 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

562K
Shares

$34.1 Million
4.66% of portfolio

View Full List

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
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