Centerpoint Advisors, LLC Ishares Msci Usa Small Cap Min Transaction History

Centerpoint Advisors, LLC

$288 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 31, 2020	SELL	$24.04 - $30.77 $2,283 - $2,923	-95 Closed	0 $0
Q4 2019 Jan 14, 2020	BUY	$33.75 - $35.48 $3,206 - $3,370	95 New	95 $3,000

Others Institutions Holding SMMV

# of Institutions

132

Shares Held

6.02M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.03M
Shares

$43.4 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

760K
Shares

$32 Million
0.07% of portfolio
Envestnet Asset Management Inc

602K
Shares

$25.3 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

409K
Shares

$17.2 Million
0.02% of portfolio
Wealth Management Resources, Inc.

335K
Shares

$14.1 Million
5.47% of portfolio

About ISHARES MSCI USA SMALL-CAP MIN

Ticker SMMV
Sector ETFs
Industry ETFs

More about SMMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Centerpoint Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centerpoint Advisors, LLC with notifications on news.