A detailed history of Geneos Wealth Management Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 55 shares of SMLF stock, worth $3,774. This represents 0.0% of its overall portfolio holdings.

Number of Shares
55
Holding current value
$3,774
% of portfolio
0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$60.1 - $66.57 $3,305 - $3,661
55 New
55 $3,000
Q1 2022

May 16, 2022

SELL
$51.3 - $57.97 $451,491 - $510,193
-8,801 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$53.7 - $59.93 $11,277 - $12,585
210 Added 2.44%
8,801 $503,000
Q3 2021

Nov 09, 2021

BUY
$51.64 - $56.47 $443,639 - $485,133
8,591 New
8,591 $467,000
Q4 2020

May 19, 2021

SELL
$37.75 - $46.16 $18,120 - $22,156
-480 Closed
0 $0
Q3 2020

Sep 07, 2021

SELL
$34.77 - $39.3 $68,844 - $77,814
-1,980 Reduced 80.49%
480 $17,000
Q1 2020

Sep 07, 2021

SELL
$25.55 - $43.97 $3,066 - $5,276
-120 Reduced 4.65%
2,460 $71,000
Q3 2018

Sep 07, 2021

BUY
$42.24 - $44.87 $108,979 - $115,764
2,580 New
2,580 $112,000
Q1 2017

Sep 07, 2021

SELL
N/A
-200 Closed
0 $0
Q4 2016

Sep 07, 2021

BUY
N/A
200
200 $7,000

Others Institutions Holding SMLF

About ISHARES MSCI USA SMALL-CAP MUL


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