Bowman & CO S.C. Ishares Msci Usa Small Cap Min Transaction History

Bowman & CO S.C.

$187 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	SELL	$32.29 - $37.71 $176,432 - $206,047	-5,464 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$35.29 - $39.15 $3,352 - $3,719	95 Added 1.77%	5,464 $203,000
Q4 2021 Jan 31, 2022	BUY	$36.63 - $39.41 $196,666 - $211,592	5,369 New	5,369 $209,000

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

$45.4 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

760K
Shares

$33.4 Million
0.07% of portfolio
Envestnet Asset Management Inc

602K
Shares

$26.5 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

409K
Shares

$18 Million
0.02% of portfolio
Wealth Management Resources, Inc.

335K
Shares

$14.8 Million
5.47% of portfolio

About ISHARES MSCI USA SMALL-CAP MIN

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