A detailed history of Wade Financial Advisory, Inc transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 58,101 shares of SMLF stock, worth $3.9 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
58,101
Previous 57,776 0.56%
Holding current value
$3.9 Million
Previous $3.54 Million 9.02%
% of portfolio
1.3%
Previous 1.27%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$60.1 - $66.57 $19,532 - $21,635
325 Added 0.56%
58,101 $3.86 Million
Q2 2024

Jul 25, 2024

SELL
$58.71 - $63.6 $186,756 - $202,311
-3,181 Reduced 5.22%
57,776 $3.54 Million
Q1 2024

May 13, 2024

SELL
$56.47 - $63.58 $1.57 Million - $1.76 Million
-27,754 Reduced 31.29%
60,957 $3.88 Million
Q4 2023

Feb 09, 2024

SELL
$47.85 - $59.52 $628,079 - $781,259
-13,126 Reduced 12.89%
88,711 $5.22 Million
Q3 2023

Oct 10, 2023

SELL
$51.0 - $56.62 $27,693 - $30,744
-543 Reduced 0.53%
101,837 $5.27 Million
Q2 2023

Aug 09, 2023

BUY
$48.63 - $53.62 $158,825 - $175,122
3,266 Added 3.3%
102,380 $5.49 Million
Q1 2023

Apr 07, 2023

BUY
$48.72 - $56.08 $136,757 - $157,416
2,807 Added 2.91%
99,114 $5.08 Million
Q4 2022

Jan 12, 2023

BUY
$45.98 - $53.17 $13,885 - $16,057
302 Added 0.31%
96,307 $0
Q3 2022

Oct 26, 2022

BUY
$44.1 - $53.86 $358,488 - $437,827
8,129 Added 9.25%
96,005 $4.3 Million
Q2 2022

Aug 05, 2022

BUY
$46.1 - $55.08 $39,507 - $47,203
857 Added 0.98%
87,876 $4.12 Million
Q1 2022

Apr 21, 2022

BUY
$51.3 - $57.97 $667,926 - $754,769
13,020 Added 17.59%
87,019 $4.75 Million
Q4 2021

Feb 08, 2022

BUY
$53.7 - $59.93 $64,923 - $72,455
1,209 Added 1.66%
73,999 $4.24 Million
Q3 2021

Nov 02, 2021

SELL
$51.64 - $56.47 $79,628 - $87,076
-1,542 Reduced 2.07%
72,790 $3.91 Million
Q2 2021

Jul 29, 2021

BUY
$51.77 - $55.2 $330,344 - $352,231
6,381 Added 9.39%
74,332 $4.08 Million
Q1 2021

Apr 14, 2021

BUY
$45.27 - $53.72 $150,975 - $179,156
3,335 Added 5.16%
67,951 $3.56 Million
Q4 2020

Mar 10, 2021

BUY
$37.75 - $46.16 $2.44 Million - $2.98 Million
64,616 New
64,616 $2.96 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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