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

Merriman Wealth Management, LLC

$2.36 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 28, 2022	SELL	$51.3 - $57.97 $200,018 - $226,025	-3,899 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$45.27 - $53.72 $176,507 - $209,454	3,899 New	3,899 $205,000

Others Institutions Holding SMLF

# of Institutions

163

Shares Held

16.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$252 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$101 Million
0.02% of portfolio
Acropolis Investment Management, LLC

787K
Shares

$53.8 Million
3.15% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$42.4 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

560K
Shares

$38.3 Million
4.81% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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