Ever Source Wealth Advisors, LLC Ishares Msci Usa Small Cap Min Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 419 shares of SMMV stock, worth $17,602. This represents 0.0% of its overall portfolio holdings.

Number of Shares
419
Previous 1,351 68.99%
Holding current value
$17,602
Previous $56,000 69.64%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$40.38 - $42.65 $37,634 - $39,749
-932 Reduced 68.99%
419 $17,000
Q4 2024

Feb 07, 2025
BUY
$40.26 - $44.35 $241 - $266
6 Added 0.45%
1,351 $56,000
Q3 2024

Nov 08, 2024
BUY
$36.99 - $40.84 $258 - $285
7 Added 0.52%
1,345 $54,000
Q2 2024

Aug 13, 2024
BUY
$35.43 - $37.76 $106 - $113
3 Added 0.22%
1,338 $49,000
Q1 2024

Jun 11, 2024
BUY
$35.11 - $37.45 $140 - $149
4 Added 0.3%
1,335 $49,000
Q4 2023

Feb 09, 2024
BUY
$32.1 - $35.91 $36,722 - $41,081
1,144 Added 611.76%
1,331 $47,000
Q3 2023

Nov 03, 2023
BUY
$33.03 - $35.21 $6,176 - $6,584
187 New
187 $6,000

Others Institutions Holding SMMV

# of Institutions
136
Shares Held
5.85M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SMALL-CAP MIN

SMMV Quotes by TradingView
  • Ticker SMMV
  • Sector ETFs
  • Industry ETFs
More about SMMV
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