Journey Advisory Group, LLC Ishares Msci Usa Small Cap Mul Call Options Transaction History

Journey Advisory Group, LLC

$1.25 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SMLF

# of Institutions

219

Shares Held

20.2M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.74M
Shares

$260 Million
13.81% of portfolio
Wells Fargo & Company San Francisco, CA

1.88M
Shares

$131 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.15M
Shares

$79.6 Million
0.02% of portfolio
Acropolis Investment Management, LLC

871K
Shares

$60.5 Million
3.3% of portfolio
Lpl Financial LLC Fort Mill, SC

631K
Shares

$43.8 Million
0.02% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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