Regal Wealth Group, Inc. Ishares Msci Usa Small Cap Mul Transaction History

Regal Wealth Group, Inc.

$143 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Jul 30, 2018	SELL	$38.46 - $43.37 $5,384 - $6,071	-140 Closed	0 $0
Q1 2017 Aug 10, 2017	BUY	N/A	140	140 $5,000

Others Institutions Holding SMLF

# of Institutions

163

Shares Held

16.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$252 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$101 Million
0.02% of portfolio
Acropolis Investment Management, LLC

787K
Shares

$53.8 Million
3.15% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$42.4 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

560K
Shares

$38.3 Million
4.81% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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