Schmidt P J Investment Management Inc Ishares Msci Usa Small Cap Mul Transaction History

Schmidt P J Investment Management Inc

  • $533 Million
  • Q1 2025

A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 23,410 shares of SMLF stock, worth $1.61 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
23,410
Previous 19,748 18.54%
Holding current value
$1.61 Million
Previous $1.33 Million 9.23%
% of portfolio
0.27%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
BUY
$60.91 - $71.4 $223,052 - $261,466
3,662 Added 18.54%
23,410 $1.46 Million
Q4 2024

Jan 27, 2025
BUY
$65.31 - $74.15 $118,733 - $134,804
1,818 Added 10.14%
19,748 $1.33 Million
Q3 2024

Oct 23, 2024
BUY
$60.1 - $66.57 $171,765 - $190,257
2,858 Added 18.96%
17,930 $1.19 Million
Q2 2024

Jul 29, 2024
BUY
$58.71 - $63.6 $330,537 - $358,068
5,630 Added 59.63%
15,072 $922,000
Q1 2024

Apr 26, 2024
BUY
$56.47 - $63.58 $533,189 - $600,322
9,442 New
9,442 $600,000

Others Institutions Holding SMLF

# of Institutions
205
Shares Held
20.1M
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
Track This Portfolio

Track Schmidt P J Investment Management Inc Portfolio

Follow Schmidt P J Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schmidt P J Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Schmidt P J Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email