Phillips Financial Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Phillips Financial Management, LLC
- $1.32 Billion
- Q2 2025
A detailed history of Phillips Financial Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Phillips Financial Management, LLC holds 42,268 shares of SMLF stock, worth $2.93 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
42,268
Previous 59,488
28.95%
Holding current value
$2.93 Million
Previous $3.7 Million
22.32%
% of portfolio
0.22%
Previous 0.3%
Shares
27 transactions
Others Institutions Holding SMLF
# of Institutions
229Shares Held
22.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$259 Million13.81% of portfolio
-
Wells Fargo & Company San Francisco, CA2.08MShares$144 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.57MShares$109 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC964KShares$66.7 Million0.02% of portfolio
-
Acropolis Investment Management, LLC871KShares$60.3 Million3.3% of portfolio