Moss Adams Wealth Advisors LLC Ishares Msci Usa Small Cap Min Transaction History

Moss Adams Wealth Advisors LLC

$946 Billion
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Dec 20, 2023	BUY	$33.03 - $35.21 $0 - $0	0 New	0 $118,000
Q1 2023 Dec 20, 2023	SELL	$33.4 - $36.77 $167 - $183	-5 Closed	0 $0
Q4 2022 Dec 20, 2023	BUY	$32.04 - $36.32 $160 - $181	5 New	5 $173,000

Others Institutions Holding SMMV

# of Institutions

137

Shares Held

6.44M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.03M
Shares

$43.5 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

760K
Shares

$32 Million
0.07% of portfolio
Envestnet Asset Management Inc

602K
Shares

$25.4 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

409K
Shares

$17.2 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

326K
Shares

$13.7 Million
0.01% of portfolio

About ISHARES MSCI USA SMALL-CAP MIN

Ticker SMMV
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