A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 84,073 shares of SMLF stock, worth $5.64 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
84,073
Previous 83,349 0.87%
Holding current value
$5.64 Million
Previous $5.3 Million 2.89%
% of portfolio
0.04%
Previous 0.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$58.71 - $63.6 $42,506 - $46,046
724 Added 0.87%
84,073 $5.15 Million
Q1 2024

May 15, 2024

BUY
$56.47 - $63.58 $56,695 - $63,834
1,004 Added 1.22%
83,349 $5.3 Million
Q4 2023

Feb 14, 2024

SELL
$47.85 - $59.52 $829,766 - $1.03 Million
-17,341 Reduced 17.4%
82,345 $4.84 Million
Q3 2023

Nov 14, 2023

SELL
$51.0 - $56.62 $1.24 Million - $1.37 Million
-24,227 Reduced 19.55%
99,686 $5.16 Million
Q2 2023

Aug 14, 2023

SELL
$48.63 - $53.62 $1.07 Million - $1.18 Million
-22,010 Reduced 15.08%
123,913 $6.64 Million
Q1 2023

Aug 14, 2023

BUY
$48.72 - $56.08 $1.07 Million - $1.23 Million
22,010 Added 17.76%
145,923 $7.48 Million
Q1 2023

May 15, 2023

BUY
$48.72 - $56.08 $3,848 - $4,430
79 Added 0.05%
145,923 $7.48 Million
Q4 2022

Feb 14, 2023

SELL
$45.98 - $53.17 $2,620 - $3,030
-57 Reduced 0.04%
145,844 $7.24 Million
Q3 2022

Nov 14, 2022

SELL
$44.1 - $53.86 $49,700 - $60,700
-1,127 Reduced 0.77%
145,901 $6.53 Million
Q2 2022

Aug 11, 2022

SELL
$46.1 - $55.08 $16,549 - $19,773
-359 Reduced 0.24%
147,028 $6.89 Million
Q1 2022

May 16, 2022

BUY
$51.3 - $57.97 $1.8 Million - $2.04 Million
35,179 Added 31.35%
147,387 $8.04 Million
Q4 2021

Feb 14, 2022

BUY
$53.7 - $59.93 $230,158 - $256,859
4,286 Added 3.97%
112,208 $6.42 Million
Q3 2021

Nov 15, 2021

BUY
$51.64 - $56.47 $1.2 Million - $1.31 Million
23,233 Added 27.43%
107,922 $5.8 Million
Q2 2021

Aug 13, 2021

BUY
$51.77 - $55.2 $466,395 - $497,296
9,009 Added 11.9%
84,689 $4.65 Million
Q1 2021

May 14, 2021

BUY
$45.27 - $53.72 $372,798 - $442,384
8,235 Added 12.21%
75,680 $3.97 Million
Q4 2020

Feb 17, 2021

BUY
$37.75 - $46.16 $56,625 - $69,240
1,500 Added 2.27%
67,445 $3.09 Million
Q3 2020

Nov 13, 2020

SELL
$34.77 - $39.3 $47,530 - $53,723
-1,367 Reduced 2.03%
65,945 $2.46 Million
Q2 2020

Aug 13, 2020

SELL
$27.44 - $38.56 $288,668 - $405,651
-10,520 Reduced 13.52%
67,312 $2.4 Million
Q1 2020

May 15, 2020

BUY
$25.55 - $43.97 $107,054 - $184,234
4,190 Added 5.69%
77,832 $2.32 Million
Q4 2019

Feb 14, 2020

BUY
$38.6 - $43.0 $46,435 - $51,729
1,203 Added 1.66%
73,642 $3.16 Million
Q3 2019

Nov 14, 2019

SELL
$38.3 - $41.35 $15,243 - $16,457
-398 Reduced 0.55%
72,439 $2.89 Million
Q2 2019

Aug 13, 2019

BUY
$37.92 - $42.15 $2.76 Million - $3.07 Million
72,837 New
72,837 $2.94 Million

Others Institutions Holding SMLF

About ISHARES MSCI USA SMALL-CAP MUL


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