A detailed history of Geo Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Geo Wealth Management, LLC holds 121,046 shares of SMLF stock, worth $8.12 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
121,046
Previous 102,590 17.99%
Holding current value
$8.12 Million
Previous $6.52 Million 13.6%
% of portfolio
0.34%
Previous 0.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$58.71 - $63.6 $1.08 Million - $1.17 Million
18,456 Added 17.99%
121,046 $7.41 Million
Q1 2024

May 15, 2024

SELL
$56.47 - $63.58 $181,720 - $204,600
-3,218 Reduced 3.14%
99,372 $6.32 Million
Q1 2024

May 15, 2024

BUY
$56.47 - $63.58 $5.79 Million - $6.52 Million
102,590 New
102,590 $6.52 Million
Q3 2023

Nov 13, 2023

BUY
$51.0 - $56.62 $765 - $849
15 Added 0.45%
3,313 $171,000
Q2 2023

Aug 10, 2023

BUY
$48.63 - $53.62 $160,381 - $176,838
3,298 New
3,298 $176,000
Q4 2022

Feb 13, 2023

BUY
$45.98 - $53.17 $199,461 - $230,651
4,338 New
4,338 $216,000
Q3 2020

Nov 13, 2020

SELL
$34.77 - $39.3 $1.23 Million - $1.39 Million
-35,283 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$27.44 - $38.56 $968,165 - $1.36 Million
35,283 New
35,283 $1.26 Million
Q1 2020

May 13, 2020

SELL
$25.55 - $43.97 $467,386 - $804,343
-18,293 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
$38.6 - $43.0 $706,109 - $786,599
18,293 New
18,293 $785,000

Others Institutions Holding SMLF

About ISHARES MSCI USA SMALL-CAP MUL


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