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

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 34,080 shares of SMLF stock, worth $2.5 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
34,080
Previous 28,800 18.33%
Holding current value
$2.5 Million
Previous $1.96 Million 29.5%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$68.27 - $75.58 $360,465 - $399,062
5,280 Added 18.33%
34,080 $2.53 Million
Q2 2025

Jul 15, 2025
BUY
$54.28 - $67.95 $201,541 - $252,298
3,713 Added 14.8%
28,800 $1.96 Million
Q1 2025

Apr 23, 2025
BUY
$60.91 - $71.4 $327,025 - $383,346
5,369 Added 27.23%
25,087 $1.56 Million
Q4 2024

Jan 22, 2025
BUY
$65.31 - $74.15 $1.29 Million - $1.46 Million
19,718 New
19,718 $1.33 Million

Others Institutions Holding SMLF

# of Institutions
232
Shares Held
22.6M
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
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