Ci Private Wealth, LLC Ishares Msci Usa Small Cap Min Transaction History

Ci Private Wealth, LLC

$56.4 Billion
Q2 2024

A detailed history of Ci Private Wealth, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Ci Private Wealth, LLC holds 10,107 shares of SMMV stock, worth $437,633. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,107

Holding current value

$437,633

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$35.43 - $37.76 $358,091 - $381,640	10,107 New	10,107 $376,000

Others Institutions Holding SMMV

# of Institutions

129

Shares Held

6.01M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.02M
Shares

$44.3 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

862K
Shares

$37.3 Million
0.08% of portfolio
Envestnet Asset Management Inc

602K
Shares

$26.1 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

409K
Shares

$17.7 Million
0.02% of portfolio
Wealth Management Resources, Inc.

335K
Shares

$14.5 Million
5.47% of portfolio

View Full List

About ISHARES MSCI USA SMALL-CAP MIN

Ticker SMMV
Sector ETFs
Industry ETFs

More about SMMV

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Ci Private Wealth, LLC Ishares Msci Usa Small Cap Min Transaction History