A detailed history of Concord Wealth Partners transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Concord Wealth Partners holds 195 shares of SMLF stock, worth $13,074. This represents 0.0% of its overall portfolio holdings.

Number of Shares
195
Previous 195 -0.0%
Holding current value
$13,074
Previous $11,000 9.09%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 07, 2023

BUY
$48.63 - $53.62 $9,482 - $10,455
195 New
195 $10,000
Q4 2022

Jan 27, 2023

BUY
$45.98 - $53.17 $8,966 - $10,368
195 New
195 $9,000
Q2 2022

Aug 04, 2022

BUY
$46.1 - $55.08 $8,989 - $10,740
195 Added 590.91%
228 $11,000
Q1 2022

Apr 20, 2022

SELL
$51.3 - $57.97 $5,643 - $6,376
-110 Reduced 76.92%
33 $2,000
Q4 2021

Jan 21, 2022

BUY
$53.7 - $59.93 $7,679 - $8,569
143 New
143 $8,000

Others Institutions Holding SMLF

About ISHARES MSCI USA SMALL-CAP MUL


  • Ticker SMLF
  • Sector ETFs
  • Industry ETFs
More about SMLF
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