Wealth Enhancement Advisory Services, LLC Ishares Msci Usa Small Cap Mul Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 27,231 shares of SMLF stock, worth $1.61 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

27,231

Previous 11,838 130.03%

Holding current value

$1.61 Million

Previous $799,000 111.76%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$60.91 - $71.4 $937,587 - $1.1 Million	15,393 Added 130.03%	27,231 $1.69 Million
Q4 2024 Mar 17, 2025	SELL	$65.31 - $74.15 $2,220 - $2,521	-34 Reduced 0.29%	11,838 $799,000
Q3 2024 Oct 23, 2024	BUY	$60.1 - $66.57 $18,570 - $20,570	309 Added 2.67%	11,872 $787,000
Q2 2024 Jul 16, 2024	BUY	$58.71 - $63.6 $56,420 - $61,119	961 Added 9.06%	11,563 $707,000
Q1 2024 Apr 15, 2024	SELL	$56.47 - $63.58 $20,668 - $23,270	-366 Reduced 3.34%	10,602 $674,000
Q4 2023 Jan 30, 2024	BUY	$47.85 - $59.52 $241,451 - $300,337	5,046 Added 85.21%	10,968 $645,000
Q3 2023 Nov 13, 2023	BUY	$51.0 - $56.62 $302,022 - $335,303	5,922 New	5,922 $306,000

Others Institutions Holding SMLF

# of Institutions

193

Shares Held

18.5M

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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Wealth Enhancement Advisory Services, LLC Ishares Msci Usa Small Cap Mul Transaction History