Sigma Planning Corp Ishares Msci Usa Small Cap Mul Transaction History

Sigma Planning Corp

$3.11 Billion
Q1 2024

A detailed history of Sigma Planning Corp transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Sigma Planning Corp holds 4,512 shares of SMLF stock, worth $274,780. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,512

Holding current value

$274,780

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$56.47 - $63.58 $254,792 - $286,872	4,512 New	4,512 $286,000

Others Institutions Holding SMLF

# of Institutions

146

Shares Held

13.6M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

3.97M
Shares

$242 Million
16.35% of portfolio
Wells Fargo & Company San Francisco, CA

1.25M
Shares

$76.2 Million
0.02% of portfolio
Acropolis Investment Management, LLC

708K
Shares

$43.1 Million
3.0% of portfolio
Ullmann Wealth Partners Group, LLC

510K
Shares

$31 Million
4.82% of portfolio
Black Rock Inc. New York, NY

504K
Shares

$30.7 Million
0.0% of portfolio

View Full List

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
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