International Assets Investment Management, LLC Ishares Msci Usa Small Cap Mul Transaction History

International Assets Investment Management, LLC

$1.2 Trillion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$58.71 - $63.6 $167,323 - $181,260	2,850 New	2,850 $174 Million

Others Institutions Holding SMLF

# of Institutions

189

Shares Held

18.1M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

3.57M
Shares

$208 Million
14.47% of portfolio
Wells Fargo & Company San Francisco, CA

1.63M
Shares

$94.6 Million
0.03% of portfolio
Acropolis Investment Management, LLC

837K
Shares

$48.7 Million
3.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

753K
Shares

$43.8 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

562K
Shares

$32.7 Million
4.66% of portfolio

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About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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