Rhs Financial, LLC Ishares Msci Usa Small Cap Mul Transaction History

Rhs Financial, LLC

$187 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 24, 2019	SELL	$35.2 - $41.8 $279,664 - $332,101	-7,945 Closed	0 $0
Q4 2018 Feb 07, 2019	BUY	$33.54 - $43.15 $266,475 - $342,826	7,945 New	7,945 $285,000

Others Institutions Holding SMLF

# of Institutions

188

Shares Held

18M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.57M
Shares

$222 Million
14.47% of portfolio
Wells Fargo & Company San Francisco, CA

1.63M
Shares

$101 Million
0.03% of portfolio
Acropolis Investment Management, LLC

801K
Shares

$49.8 Million
3.24% of portfolio
Ameriprise Financial Inc Minneapolis, MN

753K
Shares

$46.8 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

568K
Shares

$35.3 Million
4.96% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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