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Ishares Tr msci usa smlcp shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $684k 12k 58.82
2023-09-30 $613k 12k 51.73
2023-06-30 $633k 12k 54.75
2023-03-31 $698k 14k 51.26
2022-12-31 $252k 7.4k 33.94
2020-06-30 $18k 500 36.00

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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