Kestra Advisory Services, LLC Ishares Msci Usa Small Cap Mul Transaction History

Kestra Advisory Services, LLC

$17.3 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	$51.3 - $57.97 $184,474 - $208,460	-3,596 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$53.7 - $59.93 $193,105 - $215,508	3,596 New	3,596 $205,000

Others Institutions Holding SMLF

# of Institutions

161

Shares Held

16.3M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$269 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$108 Million
0.02% of portfolio
Acropolis Investment Management, LLC

787K
Shares

$57.5 Million
3.15% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$45.3 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

560K
Shares

$40.8 Million
4.81% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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