Wealthspire Advisors, LLC Ishares Msci Usa Small Cap Mul Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 8,669 shares of SMLF stock, worth $594,953. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,669
Previous 9,293 6.71%
Holding current value
$594,953
Previous $568,000 1.23%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024
SELL
$60.1 - $66.57 $37,502 - $41,539
-624 Reduced 6.71%
8,669 $575,000
Q2 2024

Aug 08, 2024
SELL
$58.71 - $63.6 $14,736 - $15,963
-251 Reduced 2.63%
9,293 $568,000
Q1 2024

May 06, 2024
SELL
$56.47 - $63.58 $59,632 - $67,140
-1,056 Reduced 9.96%
9,544 $606,000
Q4 2023

Feb 06, 2024
SELL
$47.85 - $59.52 $41,055 - $51,068
-858 Reduced 7.49%
10,600 $623,000
Q3 2023

Nov 06, 2023
SELL
$51.0 - $56.62 $22,338 - $24,799
-438 Reduced 3.68%
11,458 $592,000
Q2 2023

Jul 31, 2023
SELL
$48.63 - $53.62 $63,219 - $69,706
-1,300 Reduced 9.85%
11,896 $637,000
Q1 2023

May 09, 2023
SELL
$48.72 - $56.08 $16,857 - $19,403
-346 Reduced 2.56%
13,196 $676,000
Q4 2022

Feb 13, 2023
BUY
$45.98 - $53.17 $229 - $265
5 Added 0.04%
13,542 $672,000
Q3 2022

Nov 14, 2022
BUY
$44.1 - $53.86 $9,349 - $11,418
212 Added 1.59%
13,537 $606,000
Q2 2022

Aug 09, 2022
SELL
$46.1 - $55.08 $38,539 - $46,046
-836 Reduced 5.9%
13,325 $625,000
Q1 2022

May 09, 2022
SELL
$51.3 - $57.97 $172,675 - $195,127
-3,366 Reduced 19.2%
14,161 $773,000
Q4 2021

Feb 14, 2022
SELL
$53.7 - $59.93 $3,222 - $3,595
-60 Reduced 0.34%
17,527 $1 Million
Q3 2021

Nov 15, 2021
BUY
$51.64 - $56.47 $908,192 - $993,137
17,587 New
17,587 $945,000
Q2 2021

Aug 13, 2021
SELL
$51.77 - $55.2 $940,816 - $1 Million
-18,173 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$45.27 - $53.72 $822,691 - $976,253
18,173 New
18,173 $953,000

Others Institutions Holding SMLF

# of Institutions
163
Shares Held
16.6M
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 Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email