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

About ISHARES MSCI USA SMALL-CAP MUL


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