Lincoln National Corp Ishares Msci Usa Small Cap Mul Transaction History

Lincoln National Corp

$3.11 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	$46.1 - $55.08 $182,048 - $217,510	-3,949 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$51.3 - $57.97 $51 - $57	1 Added 0.03%	3,949 $216,000
Q4 2021 Jan 26, 2022	BUY	$53.7 - $59.93 $375 - $419	7 Added 0.18%	3,948 $226,000
Q3 2021 Nov 05, 2021	BUY	$51.64 - $56.47 $154 - $169	3 Added 0.08%	3,941 $212,000
Q2 2021 Aug 13, 2021	SELL	$51.77 - $55.2 $2,484 - $2,649	-48 Reduced 1.2%	3,938 $216,000
Q1 2021 May 10, 2021	BUY	$45.27 - $53.72 $180,446 - $214,127	3,986 New	3,986 $209,000
Q2 2019 Aug 06, 2019	SELL	$37.92 - $42.15 $4.12 Million - $4.58 Million	-108,624 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$35.2 - $41.8 $3.82 Million - $4.54 Million	108,624 New	108,624 $4.36 Million

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

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