Fulcrum Capital LLC Ishares Msci Usa Small Cap Min Transaction History

Fulcrum Capital LLC

$451 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 25, 2022	SELL	$36.63 - $39.41 $1.6 Million - $1.72 Million	-43,612 Closed	0 $0
Q3 2021 Oct 21, 2021	BUY	$36.89 - $39.03 $1.61 Million - $1.7 Million	43,612 New	43,612 $1.62 Million

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

$43.1 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

760K
Shares

$31.7 Million
0.07% of portfolio
Envestnet Asset Management Inc

602K
Shares

$25.1 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

409K
Shares

$17.1 Million
0.02% of portfolio
Wealth Management Resources, Inc.

335K
Shares

$14 Million
5.47% of portfolio

About ISHARES MSCI USA SMALL-CAP MIN

Ticker SMMV
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