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

Wealthspire Advisors, LLC

  • $7.49 Billion
  • Q1 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 9,544 shares of SMLF stock, worth $581,229. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,544
Previous 10,600 9.96%
Holding current value
$581,229
Previous $623,000 2.73%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$48.83 - $53.17 $244 - $265
5 Added 0.04%
13,542 $672,000
Q3 2022

Nov 14, 2022
BUY
$45.03 - $53.86 $9,546 - $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
146
Shares Held
13.6M
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
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