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

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Modern Wealth Management, LLC holds 64,758 shares of SMLF stock, worth $4.76 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
64,758
Previous 54,449 18.93%
Holding current value
$4.76 Million
Previous $3.38 Million 30.02%
% of portfolio
0.12%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$54.28 - $67.95 $559,572 - $700,496
10,309 Added 18.93%
64,758 $4.4 Million
Q1 2025

May 15, 2025
BUY
$60.91 - $71.4 $3.32 Million - $3.89 Million
54,449 New
54,449 $3.38 Billion

Others Institutions Holding SMLF

# of Institutions
234
Shares Held
23.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SMALL-CAP MUL

SMLF Quotes by TradingView
  • Ticker SMLF
  • Sector ETFs
  • Industry ETFs
More about SMLF
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