Valmark Advisers, Inc. Ishares Msci Usa Small Cap Mul Transaction History

Valmark Advisers, Inc.

  • $6.54 Billion
  • Q1 2025

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 365,590 shares of SMLF stock, worth $22.3 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
365,590
Previous 334,293 9.36%
Holding current value
$22.3 Million
Previous $22.6 Million 0.71%
% of portfolio
0.35%
Previous 0.35%

Shares

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

Apr 22, 2025
BUY
$60.91 - $71.4 $1.91 Million - $2.23 Million
31,297 Added 9.36%
365,590 $22.7 Million
Q4 2024

Jan 30, 2025
SELL
$65.31 - $74.15 $1.5 Million - $1.7 Million
-22,913 Reduced 6.41%
334,293 $22.6 Million
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

# of Institutions
195
Shares Held
18.3M
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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email