Laurel Wealth Advisors, Inc. Ishares Msci Usa Small Cap Mul Transaction History

Laurel Wealth Advisors, Inc.

$1.01 Billion
Q4 2022

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$46.1 - $55.08 $210,815 - $251,880	-4,573 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$51.77 - $55.2 $6,315 - $6,734	122 Added 2.74%	4,573 $251,000
Q1 2021 May 14, 2021	BUY	$45.27 - $53.72 $201,496 - $239,107	4,451 New	4,451 $233,000
Q1 2020 May 15, 2020	SELL	$25.55 - $43.97 $134,776 - $231,941	-5,275 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$38.6 - $43.0 $203,615 - $226,825	5,275 New	5,275 $226,000
Q3 2019 Nov 13, 2019	SELL	$38.3 - $41.35 $205,479 - $221,842	-5,365 Closed	0 $0
Q1 2019 May 16, 2019	BUY	$35.2 - $41.8 $188,848 - $224,256	5,365 New	5,365 $215,000
Q4 2018 Feb 13, 2019	SELL	$33.54 - $43.15 $179,942 - $231,499	-5,365 Closed	0 $0
Q1 2018 May 16, 2018	BUY	$37.61 - $41.49 $201,777 - $222,593	5,365 New	5,365 $209,000

Others Institutions Holding SMLF

# of Institutions

165

Shares Held

16.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$258 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$104 Million
0.02% of portfolio
Acropolis Investment Management, LLC

801K
Shares

$55.9 Million
3.24% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$43.3 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

568K
Shares

$39.7 Million
4.96% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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