Lwm Advisory Services, LLC Ishares Msci Usa Small Cap Mul Transaction History

Lwm Advisory Services, LLC

  • $139 Million
  • Q4 2024

A detailed history of Lwm Advisory Services, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 18,934 shares of SMLF stock, worth $1.19 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
18,934
Previous 20,832 9.11%
Holding current value
$1.19 Million
Previous $1.38 Million 7.53%
% of portfolio
0.92%
Previous 1.05%

Shares

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

Feb 03, 2025
SELL
$65.31 - $74.15 $123,958 - $140,736
-1,898 Reduced 9.11%
18,934 $1.28 Million
Q3 2024

Nov 13, 2024
BUY
$60.1 - $66.57 $618,609 - $685,205
10,293 Added 97.67%
20,832 $1.38 Million
Q2 2024

Aug 08, 2024
BUY
$58.71 - $63.6 $127,694 - $138,330
2,175 Added 26.0%
10,539 $645,000
Q1 2024

May 09, 2024
BUY
$56.47 - $63.58 $472,315 - $531,783
8,364 New
8,364 $531,000

Others Institutions Holding SMLF

# of Institutions
187
Shares Held
18M
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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