Bartlett & Co. Wealth Management LLC Ishares Msci Usa Small Cap Min Transaction History

Bartlett & Co. Wealth Management LLC

$6.79 Trillion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 17, 2024	BUY	$36.99 - $40.84 $2,959 - $3,267	80 New	80 $3.26 Million

Others Institutions Holding SMMV

# of Institutions

136

Shares Held

6.01M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.19M
Shares

$48.9 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

594K
Shares

$24.4 Million
0.06% of portfolio
Envestnet Asset Management Inc

482K
Shares

$19.8 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

409K
Shares

$16.8 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

326K
Shares

$13.4 Million
0.01% of portfolio

About ISHARES MSCI USA SMALL-CAP MIN

Ticker SMMV
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