Allworth Financial LP Ishares Msci Usa Small Cap Min Transaction History

Allworth Financial LP

$16.1 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$32.29 - $37.71 $16,145 - $18,855	-500 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	$36.63 - $39.41 $1,648 - $1,773	-45 Reduced 8.26%	500 $20,000
Q3 2021 Nov 02, 2021	BUY	$36.89 - $39.03 $20,105 - $21,271	545 New	545 $20,000

Others Institutions Holding SMMV

# of Institutions

132

Shares Held

6M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.03M
Shares

$45.7 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

760K
Shares

$33.7 Million
0.07% of portfolio
Envestnet Asset Management Inc

602K
Shares

$26.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

409K
Shares

$18.1 Million
0.02% of portfolio
Wealth Management Resources, Inc.

335K
Shares

$14.9 Million
5.47% of portfolio

About ISHARES MSCI USA SMALL-CAP MIN

Ticker SMMV
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