Selective Wealth Management, Inc. Ishares Msci Usa Small Cap Mul Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

A detailed history of Selective Wealth Management, Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 3,095 shares of SMLF stock, worth $225,904. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,095

Holding current value

$225,904

% of portfolio

0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$60.1 - $66.57 $186,009 - $206,034	3,095 New	3,095 $205,000
Q2 2023 Jul 11, 2023	SELL	$48.63 - $53.62 $28,691 - $31,635	-590 Reduced 12.46%	4,147 $222,000
Q4 2022 Jan 23, 2023	SELL	$45.98 - $53.17 $53,796 - $62,208	-1,170 Reduced 19.81%	4,737 $0
Q3 2022 Oct 21, 2022	SELL	$44.1 - $53.86 $43,747 - $53,429	-992 Reduced 14.38%	5,907 $264,000
Q2 2022 Jul 28, 2022	SELL	$46.1 - $55.08 $15,581 - $18,617	-338 Reduced 4.67%	6,899 $323,000
Q1 2022 Apr 20, 2022	SELL	$51.3 - $57.97 $50,992 - $57,622	-994 Reduced 12.08%	7,237 $395,000
Q4 2021 Jan 18, 2022	BUY	$53.7 - $59.93 $168,832 - $188,419	3,144 Added 61.8%	8,231 $471,000
Q3 2021 Oct 27, 2021	BUY	$51.64 - $56.47 $262,692 - $287,262	5,087 New	5,087 $273,000

Others Institutions Holding SMLF

# of Institutions

161

Shares Held

16.3M

Call Options Held

Put Options Held

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About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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Selective Wealth Management, Inc. Ishares Msci Usa Small Cap Mul Transaction History