Kingsview Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History

Kingsview Wealth Management, LLC

$3.76 Billion
Q1 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 59,762 shares of SMLF stock, worth $3.64 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

59,762

Previous 40,093 49.06%

Holding current value

$3.64 Million

Previous $2.36 Million 61.11%

% of portfolio

0.1%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$56.47 - $63.58 $1.11 Million - $1.25 Million	19,669 Added 49.06%	59,762 $3.8 Million
Q4 2023 Feb 08, 2024	BUY	$47.85 - $59.52 $1.02 Million - $1.27 Million	21,351 Added 113.92%	40,093 $2.36 Million
Q3 2023 Nov 07, 2023	BUY	$51.0 - $56.62 $38,097 - $42,295	747 Added 4.15%	18,742 $969,000
Q2 2023 Aug 10, 2023	BUY	$48.63 - $53.62 $126,583 - $139,572	2,603 Added 16.91%	17,995 $964,000
Q1 2023 May 15, 2023	BUY	$48.72 - $56.08 $19,536 - $22,488	401 Added 2.67%	15,392 $788,000

Q4 2022 Feb 13, 2023	BUY	$48.83 - $53.17 $469,646 - $511,389	9,618 Added 179.01%	14,991 $744,000
Q3 2022 Nov 14, 2022	BUY	$45.03 - $53.86 $241,946 - $289,389	5,373 New	5,373 $240,000

Others Institutions Holding SMLF

# of Institutions

146

Shares Held

13.6M

Call Options Held

Put Options Held

View Full List

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

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Kingsview Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History