New Edge Advisors, LLC Ishares Msci Usa Small Cap Mul Transaction History

New Edge Advisors, LLC

  • $11.2 Billion
  • Q1 2024

A detailed history of New Edge Advisors, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, New Edge Advisors, LLC holds 5,175 shares of SMLF stock, worth $315,157. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,175
Previous 4,109 25.94%
Holding current value
$315,157
Previous $241,000 36.51%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$56.47 - $63.58 $60,197 - $67,776
1,066 Added 25.94%
5,175 $329,000
Q4 2023

Feb 13, 2024
SELL
$47.85 - $59.52 $36,318 - $45,175
-759 Reduced 15.59%
4,109 $241,000
Q3 2023

Nov 14, 2023
BUY
$51.0 - $56.62 $14,025 - $15,570
275 Added 5.99%
4,868 $251,000
Q2 2023

Aug 14, 2023
BUY
$48.63 - $53.62 $223,357 - $246,276
4,593 New
4,593 $246,000

Others Institutions Holding SMLF

# of Institutions
146
Shares Held
13.6M
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
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email