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

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 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 187 shares of SMMV stock, worth $7,951. This represents 0.0% of its overall portfolio holdings.

Number of Shares

187

Previous 187 -0.0%

Holding current value

$7,951

Previous $7,000 14.29%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$37.87 - $42.54 $8,785 - $9,869	-232 Reduced 55.37%	187 $7,000
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

141

Shares Held

5.62M

Call Options Held

Put Options Held

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About ISHARES MSCI USA SMALL-CAP MIN

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