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

Lwm Advisory Services, LLC

  • $131 Million
  • Q3 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 20,832 shares of SMLF stock, worth $1.4 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
20,832
Previous 10,539 97.67%
Holding current value
$1.4 Million
Previous $645,000 114.26%
% of portfolio
1.05%
Previous 0.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
163
Shares Held
16.6M
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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