Geo Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History

Geo Wealth Management, LLC

  • $2.2 Billion
  • Q2 2024

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

# of Institutions
157
Shares Held
14.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SMALL-CAP MUL

SMLF Quotes by TradingView
  • Ticker SMLF
  • Sector ETFs
  • Industry ETFs
More about SMLF
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email