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Ishares Tr msci usa smlcp shares owned by HPM Partners

Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in Ishares Tr msci usa smlcp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa smlcp held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usa smlcp by HPM Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.7M 96k 58.82
2023-09-30 $4.6M 89k 51.73
2023-06-30 $5.4M 100k 53.62

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View all positions for HPM Partners

Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Acropolis Investment Management
Ullmann Financial
Bsc Private Wealth Management
Financial Management Professionals
CWM
Mercer Global Advisors
Gyl Financial Synergies
UBS Group
Bank of America Corporation
HPM Partners
First Ascent Asset Management
Addison Advisors
Wade Financial Advisory

View all funds holding Ishares Tr msci usa smlcp