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

Schmidt P J Investment Management Inc

$562 Million
Q2 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 25,258 shares of SMLF stock, worth $1.88 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

25,258

Previous 23,410 7.89%

Holding current value

$1.88 Million

Previous $1.46 Million 17.94%

% of portfolio

0.31%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	BUY	$54.28 - $67.95 $100,309 - $125,571	1,848 Added 7.89%	25,258 $1.72 Million
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

230

Shares Held

22.3M

Call Options Held

Put Options Held

View Full List

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

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