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

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 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 221,837 shares of SMLF stock, worth $15.7 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
221,837
Previous 247,775 10.47%
Holding current value
$15.7 Million
Previous $16.4 Million 8.92%
% of portfolio
0.51%
Previous 0.6%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$65.31 - $74.15 $1.69 Million - $1.92 Million
-25,938 Reduced 10.47%
221,837 $15 Million
Q3 2024

Nov 12, 2024
BUY
$60.1 - $66.57 $7.62 Million - $8.44 Million
126,729 Added 104.69%
247,775 $16.4 Million
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
183
Shares Held
17.8M
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
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