Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Msci Usa Small Cap Mul Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 30, 2020	SELL	$27.44 - $38.56 $62,837 - $88,302	-2,290 Closed	0 $0
Q1 2020 Apr 15, 2020	BUY	$25.55 - $43.97 $58,509 - $100,691	2,290 New	2,290 $68,000

Others Institutions Holding SMLF

# of Institutions

161

Shares Held

16.3M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$257 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$103 Million
0.02% of portfolio
Acropolis Investment Management, LLC

787K
Shares

$54.8 Million
3.15% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$43.1 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

560K
Shares

$38.9 Million
4.81% of portfolio

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About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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