Burt Wealth Advisors Ishares Msci Usa Small Cap Min Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Jan 30, 2018	SELL	$28.35 - $29.5 $20,326 - $21,151	-717 Closed	0 $0
Q3 2017 Nov 09, 2017	BUY	$28.0 - $28.3 $20,076 - $20,291	717	717 $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

$45.4 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

Ticker SMMV
Sector ETFs
Industry ETFs

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