Pflug Koory, LLC Ishares Msci Usa Small Cap Mul Transaction History

Pflug Koory, LLC

$1.4 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 20, 2020	SELL	$34.77 - $39.3 $42,732 - $48,299	-1,229 Closed	0 $0
Q1 2019 Apr 11, 2019	BUY	$35.2 - $41.8 $43,260 - $51,372	1,229 New	1,229 $49,000

Others Institutions Holding SMLF

# of Institutions

162

Shares Held

16.5M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$271 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$109 Million
0.02% of portfolio
Acropolis Investment Management, LLC

787K
Shares

$57.8 Million
3.15% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$45.6 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

560K
Shares

$41.1 Million
4.81% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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