Rhs Financial, LLC Ishares Msci Usa Small Cap Mul Transaction History

Rhs Financial, LLC

$193 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 24, 2019	SELL	$35.2 - $41.8 $279,664 - $332,101	-7,945 Closed	0 $0
Q4 2018 Feb 07, 2019	BUY	$33.54 - $43.15 $266,475 - $342,826	7,945 New	7,945 $285,000

Others Institutions Holding SMLF

# of Institutions

161

Shares Held

16.3M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$260 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$105 Million
0.02% of portfolio
Acropolis Investment Management, LLC

787K
Shares

$55.6 Million
3.15% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$43.8 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

560K
Shares

$39.5 Million
4.81% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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