Ifp Advisors, Inc Ishares Msci Usa Small Cap Min Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Ifp Advisors, Inc holds 226 shares of SMMV stock, worth $9,539. This represents 0.0% of its overall portfolio holdings.

Number of Shares

226

Previous 226 -0.0%

Holding current value

$9,539

Previous $8,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 09, 2024	BUY	$32.1 - $35.91 $64 - $71	2 Added 0.89%	226 $8,000
Q3 2023 Oct 12, 2023	SELL	$33.03 - $35.21 $11,329 - $12,077	-343 Reduced 60.49%	224 $7,000
Q2 2023 Aug 04, 2023	SELL	$33.12 - $35.11 $33,484 - $35,496	-1,011 Reduced 64.07%	567 $19,000
Q1 2023 Apr 18, 2023	SELL	$33.4 - $36.77 $7,348 - $8,089	-220 Reduced 12.24%	1,578 $54,000
Q4 2022 Feb 07, 2023	SELL	$32.04 - $36.32 $57,223 - $64,867	-1,786 Reduced 49.83%	1,798 $61,000
Q3 2022 Nov 08, 2022	BUY	$31.91 - $37.05 $10,402 - $12,078	326 Added 10.01%	3,584 $117,000
Q2 2022 Sep 06, 2022	BUY	$32.29 - $37.71 $105,200 - $122,859	3,258 New	3,258 $107,000
Q2 2022 Aug 12, 2022	SELL	$32.29 - $37.71 $105,200 - $122,859	-3,258 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$35.29 - $39.15 $48,911 - $54,261	1,386 Added 74.04%	3,258 $121,000
Q1 2022 Aug 08, 2022	SELL	$35.29 - $39.15 $282 - $313	-8 Reduced 0.43%	1,872 $69,000
Q4 2021 Jan 12, 2022	SELL	$36.63 - $39.41 $105,457 - $113,461	-2,879 Reduced 60.5%	1,880 $81,000
Q3 2021 Oct 06, 2021	SELL	$36.89 - $39.03 $162,684 - $172,122	-4,410 Reduced 48.1%	4,759 $183,000
Q2 2021 Jul 13, 2021	SELL	$36.77 - $38.54 $28,643 - $30,022	-779 Reduced 7.83%	9,169 $352,000
Q1 2021 Apr 30, 2021	SELL	$33.53 - $38.04 $36,212 - $41,083	-1,080 Reduced 9.79%	9,948 $371,000
Q4 2020 Jan 25, 2021	SELL	$29.43 - $33.96 $234,233 - $270,287	-7,959 Reduced 41.92%	11,028 $381,000
Q3 2020 Oct 29, 2020	BUY	$28.46 - $31.09 $65,116 - $71,133	2,288 Added 13.7%	18,987 $551,000
Q2 2020 Aug 05, 2020	BUY	$24.04 - $30.77 $252,131 - $322,715	10,488 Added 168.86%	16,699 $478,000
Q1 2020 May 12, 2020	BUY	$22.24 - $36.32 $102,815 - $167,907	4,623 Added 291.12%	6,211 $161,000
Q4 2019 Jan 17, 2020	BUY	$33.75 - $35.48 $53,595 - $56,342	1,588 New	1,588 $56,000
Q3 2019 Nov 07, 2019	BUY	$33.28 - $34.72 $0 - $0	0 New	0 $0
Q1 2019 May 15, 2019	SELL	$28.7 - $32.39 $377,175 - $425,669	-13,142 Closed	0 $0
Q4 2018 Jan 23, 2019	BUY	$27.82 - $32.39 $360,936 - $420,227	12,974 Added 7722.62%	13,142 $381,000
Q2 2018 Aug 07, 2018	BUY	$28.46 - $31.67 $4,781 - $5,320	168 New	168 $0

Others Institutions Holding SMMV

# of Institutions

131

Shares Held

5.98M

Call Options Held

Put Options Held

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About ISHARES MSCI USA SMALL-CAP MIN

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