Yhb Investment Advisors, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Yhb Investment Advisors, Inc.
- $1.4 Billion
- Q4 2025
A detailed history of Yhb Investment Advisors, Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 135,006 shares of SMLF stock, worth $9.8 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
135,006
Previous 101,916
32.47%
Holding current value
$9.8 Million
Previous $7.58 Million
29.39%
% of portfolio
0.7%
Previous 0.56%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
254Shares Held
27.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.75MShares$272 Million14.12% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$159 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$133 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.18MShares$85.8 Million0.03% of portfolio
-
Valmark Advisers, Inc.1.06MShares$77.1 Million1.04% of portfolio