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

Kestra Advisory Services, LLC

$14.4 Billion
Q1 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

146

Shares Held

13.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.97M
Shares

$243 Million
16.35% of portfolio
Wells Fargo & Company San Francisco, CA

1.25M
Shares

$76.6 Million
0.02% of portfolio
Acropolis Investment Management, LLC

708K
Shares

$43.4 Million
3.0% of portfolio
Ullmann Wealth Partners Group, LLC

510K
Shares

$31.2 Million
4.82% of portfolio
Black Rock Inc. New York, NY

504K
Shares

$30.9 Million
0.0% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

More about SMLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.