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

Ptm Wealth Management, LLC

  • $177 Billion
  • Q4 2025

A detailed history of Ptm Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 180,437 shares of SMLF stock, worth $13.1 Million. This represents 7.81% of its overall portfolio holdings.

Number of Shares
180,437
Previous 171,808 5.02%
Holding current value
$13.1 Million
Previous $12.9 Billion 7.32%
% of portfolio
7.81%
Previous 7.7%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 09, 2026
BUY
$71.9 - $75.9 $620,425 - $654,941
8,629 Added 5.02%
180,437 $13.8 Billion
Q3 2025

Oct 27, 2025
BUY
$68.27 - $75.58 $597,089 - $661,022
8,746 Added 5.36%
171,808 $12.9 Billion
Q2 2025

Jul 08, 2025
BUY
$54.28 - $67.95 $8.85 Million - $11.1 Million
163,062 New
163,062 $11.4 Billion

Others Institutions Holding SMLF

# of Institutions
253
Shares Held
27.1M
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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