City State Bank Ishares Msci Usa Small Cap Mul Transaction History

City State Bank

$297 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 11, 2024	BUY	$56.47 - $63.58 $1,976 - $2,225	35 New	35 $2,000

Others Institutions Holding SMLF

# of Institutions

191

Shares Held

18M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.57M
Shares

$208 Million
14.47% of portfolio
Wells Fargo & Company San Francisco, CA

1.63M
Shares

$94.7 Million
0.03% of portfolio
Acropolis Investment Management, LLC

801K
Shares

$46.7 Million
3.24% of portfolio
Ameriprise Financial Inc Minneapolis, MN

753K
Shares

$43.9 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

562K
Shares

$32.7 Million
4.66% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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