Ifp Advisors, Inc Ishares Msci Usa Small Cap Mul Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Ifp Advisors, Inc holds 70 shares of SMLF stock, worth $4,870. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,870

% of portfolio

0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$58.71 - $63.6 $4,109 - $4,452	70 New	70 $4,000
Q3 2021 Oct 06, 2021	SELL	$51.64 - $56.47 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$51.77 - $55.2 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$45.27 - $53.72 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$37.75 - $46.16 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$34.77 - $39.3 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$27.44 - $38.56 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$25.55 - $43.97 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	BUY	$38.6 - $43.0 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	SELL	$38.3 - $41.35 $5,362 - $5,789	-140 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$35.2 - $41.8 $12,812 - $15,215	-364 Reduced 72.22%	140 $6,000
Q3 2018 Oct 25, 2018	BUY	$42.24 - $44.87 $253 - $269	6 Added 1.2%	504 $0
Q2 2018 Aug 07, 2018	SELL	$38.46 - $43.37 $176,877 - $199,458	-4,599 Reduced 90.23%	498 $0
Q1 2018 Jun 03, 2019	BUY	$37.61 - $41.49 $187,561 - $206,910	4,987 Added 4533.64%	5,097 $201,000
Q1 2018 May 09, 2018	SELL	$37.61 - $41.49 $187,561 - $206,910	-4,987 Reduced 97.84%	110 $0
Q4 2017 Jan 24, 2018	SELL	$38.12 - $40.09 $25,426 - $26,740	-667 Reduced 11.57%	5,097 $0
Q3 2017 Oct 30, 2017	BUY	$37.26 - $38.13 $210,668 - $215,587	5,654 Added 5140.0%	5,764 $220,000
Q2 2017 Jun 03, 2019	SELL	N/A	-30 Reduced 21.43%	110 $4,000
Q1 2016 Jun 03, 2019	BUY	N/A	140	140 $6,000

Others Institutions Holding SMLF

# of Institutions

161

Shares Held

16.3M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$257 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$103 Million
0.02% of portfolio
Acropolis Investment Management, LLC

787K
Shares

$54.8 Million
3.15% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$43.1 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

560K
Shares

$38.9 Million
4.81% of portfolio

View Full List

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
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