Westwood Holdings Group Inc Ishares Msci Usa Small Cap Mul Transaction History

Westwood Holdings Group Inc

$12.9 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$60.1 - $66.57 $8.73 Million - $9.67 Million	145,292 New	145,292 $9.64 Million

Others Institutions Holding SMLF

# of Institutions

230

Shares Held

22.3M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.74M
Shares

$259 Million
13.81% of portfolio
Wells Fargo & Company San Francisco, CA

2.08M
Shares

$144 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.57M
Shares

$109 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

964K
Shares

$66.7 Million
0.02% of portfolio
Acropolis Investment Management, LLC

871K
Shares

$60.3 Million
3.3% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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