Annis Gardner Whiting Capital Advisors, LLC Ishares Msci Usa Small Cap Min Transaction History

Annis Gardner Whiting Capital Advisors, LLC

$355 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$35.11 - $37.45 $3,370 - $3,595	96 New	96 $3.6 Million

Others Institutions Holding SMMV

# of Institutions

132

Shares Held

6.01M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.03M
Shares

$44 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

760K
Shares

$32.4 Million
0.07% of portfolio
Envestnet Asset Management Inc

602K
Shares

$25.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

409K
Shares

$17.4 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

326K
Shares

$13.9 Million
0.01% of portfolio

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