Maltin Wealth Management, Inc. Ishares Msci Usa Small Cap Mul Transaction History

Maltin Wealth Management, Inc.

$163 Million
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 11, 2023	BUY	$48.63 - $53.62 $15.6 Million - $17.2 Million	320,550 New	320,550 $17.2 Million

Others Institutions Holding SMLF

# of Institutions

145

Shares Held

13.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.97M
Shares

$241 Million
16.35% of portfolio
Wells Fargo & Company San Francisco, CA

1.25M
Shares

$75.9 Million
0.02% of portfolio
Acropolis Investment Management, LLC

708K
Shares

$43 Million
3.0% of portfolio
Ullmann Wealth Partners Group, LLC

510K
Shares

$30.9 Million
4.82% of portfolio
Black Rock Inc. New York, NY

504K
Shares

$30.6 Million
0.0% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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