A detailed history of Valmark Advisers, Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Valmark Advisers, Inc. holds 357,206 shares of SMLF stock, worth $24.4 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
357,206
Previous 361,852 1.28%
Holding current value
$24.4 Million
Previous $22.1 Million 7.01%
% of portfolio
0.37%
Previous 0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$60.1 - $66.57 $279,224 - $309,284
-4,646 Reduced 1.28%
357,206 $23.7 Million
Q2 2024

Jul 31, 2024

BUY
$58.71 - $63.6 $21.2 Million - $23 Million
361,852 New
361,852 $22.1 Million

Others Institutions Holding SMLF

About ISHARES MSCI USA SMALL-CAP MUL


  • Ticker SMLF
  • Sector ETFs
  • Industry ETFs
More about SMLF
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, 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 Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.