Wescott Financial Advisory Group, LLC Ishares Msci Usa Small Cap Mul Transaction History

Wescott Financial Advisory Group, LLC

  • $862 Million
  • Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 7,860 shares of SMLF stock, worth $509,799. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,860
Previous 8,164 3.72%
Holding current value
$509,799
Previous $541,000 2.03%
% of portfolio
0.06%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$65.31 - $74.15 $19,854 - $22,541
-304 Reduced 3.72%
7,860 $530,000
Q3 2024

Nov 12, 2024
SELL
$60.1 - $66.57 $62,984 - $69,765
-1,048 Reduced 11.38%
8,164 $541,000
Q2 2024

Aug 14, 2024
SELL
$58.71 - $63.6 $52,134 - $56,476
-888 Reduced 8.79%
9,212 $563,000
Q1 2024

May 13, 2024
SELL
$56.47 - $63.58 $457,407 - $514,998
-8,100 Reduced 44.51%
10,100 $642,000
Q4 2023

Feb 13, 2024
SELL
$47.85 - $59.52 $101,872 - $126,718
-2,129 Reduced 10.47%
18,200 $1.07 Million
Q3 2023

Nov 09, 2023
BUY
$51.0 - $56.62 $38,913 - $43,201
763 Added 3.9%
20,329 $1.05 Million
Q2 2023

Aug 11, 2023
BUY
$48.63 - $53.62 $10,747 - $11,850
221 Added 1.14%
19,566 $1.05 Million
Q1 2023

May 10, 2023
BUY
$48.72 - $56.08 $32,203 - $37,068
661 Added 3.54%
19,345 $991,000
Q4 2022

Feb 06, 2023
BUY
$45.98 - $53.17 $51,405 - $59,444
1,118 Added 6.36%
18,684 $927,000
Q3 2022

Nov 14, 2022
BUY
$44.1 - $53.86 $182,706 - $223,141
4,143 Added 30.86%
17,566 $786,000
Q2 2022

Jul 28, 2022
BUY
$46.1 - $55.08 $13,876 - $16,579
301 Added 2.29%
13,423 $629,000
Q1 2022

May 16, 2022
BUY
$51.3 - $57.97 $32,216 - $36,405
628 Added 5.03%
13,122 $716,000
Q4 2021

Jan 31, 2022
BUY
$53.7 - $59.93 $40,489 - $45,187
754 Added 6.42%
12,494 $715,000
Q3 2021

Oct 29, 2021
SELL
$51.64 - $56.47 $8,107 - $8,865
-157 Reduced 1.32%
11,740 $631,000
Q2 2021

Aug 10, 2021
BUY
$51.77 - $55.2 $40,380 - $43,056
780 Added 7.02%
11,897 $642,000
Q1 2021

Jun 25, 2021
BUY
$45.27 - $53.72 $47,442 - $56,298
1,048 Added 10.41%
11,117 $583,000
Q4 2020

Jun 25, 2021
BUY
$37.75 - $46.16 $380,104 - $464,785
10,069 New
10,069 $461,000

Others Institutions Holding SMLF

# of Institutions
187
Shares Held
18M
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 Wescott Financial Advisory Group, LLC Portfolio

Follow Wescott Financial Advisory Group, 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 Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email