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

Mbe Wealth Management, LLC

$175 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$27.44 - $38.56 $6,750 - $9,485	-246 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$25.55 - $43.97 $6,285 - $10,816	246 New	246 $7,000

Others Institutions Holding SMLF

# of Institutions

161

Shares Held

16.3M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$269 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$108 Million
0.02% of portfolio
Acropolis Investment Management, LLC

787K
Shares

$57.5 Million
3.15% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$45.3 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

560K
Shares

$40.8 Million
4.81% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
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