Destiny Wealth Partners, LLC Ishares Msci Usa Small Cap Mul Transaction History

Destiny Wealth Partners, LLC

$573 Million
Q4 2024

A detailed history of Destiny Wealth Partners, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 5,881 shares of SMLF stock, worth $409,141. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,881

Previous 6,262 6.08%

Holding current value

$409,141

Previous $415,000 4.58%

% of portfolio

0.07%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$65.31 - $74.15 $24,883 - $28,251	-381 Reduced 6.08%	5,881 $396,000
Q2 2023 Jul 26, 2023	SELL	$48.63 - $53.62 $94,731 - $104,451	-1,948 Reduced 23.73%	6,262 $335,000
Q1 2023 Apr 26, 2023	BUY	$48.72 - $56.08 $25,139 - $28,937	516 Added 6.71%	8,210 $420,000
Q4 2022 Jan 26, 2023	BUY	$45.98 - $53.17 $44,646 - $51,628	971 Added 14.44%	7,694 $0
Q3 2022 Oct 25, 2022	SELL	$44.1 - $53.86 $60,196 - $73,518	-1,365 Reduced 16.88%	6,723 $301,000
Q3 2021 Oct 28, 2021	SELL	$51.64 - $56.47 $220,915 - $241,578	-4,278 Reduced 34.59%	8,088 $435,000
Q1 2021 Apr 22, 2021	SELL	$45.27 - $53.72 $71,752 - $85,146	-1,585 Reduced 11.36%	12,366 $649,000
Q4 2020 Feb 05, 2021	BUY	$37.75 - $46.16 $526,650 - $643,978	13,951 New	13,951 $638,000

Others Institutions Holding SMLF

# of Institutions

180

Shares Held

17.6M

Call Options Held

Put Options Held

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About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

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Destiny Wealth Partners, LLC Ishares Msci Usa Small Cap Mul Transaction History