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

Valmark Advisers, Inc.

$7.6 Billion
Q3 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 1,061,478 shares of SMLF stock, worth $78 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

1,061,478

Previous 371,206 185.95%

Holding current value

$78 Million

Previous $25.2 Million 212.89%

% of portfolio

1.04%

Previous 0.36%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$68.27 - $75.58 $47.1 Million - $52.2 Million	690,272 Added 185.95%	1,061,478 $78.9 Million
Q2 2025 Jul 23, 2025	BUY	$54.28 - $67.95 $304,836 - $381,607	5,616 Added 1.54%	371,206 $25.2 Million
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

234

Shares Held

23.9M

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