Kc Investment Advisors, LLC Ishares Msci Usa Small Cap Min Transaction History

Kc Investment Advisors, LLC

$198 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$33.53 - $38.04 $209,797 - $238,016	-6,257 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$29.43 - $33.96 $184,143 - $212,487	6,257 New	6,257 $212,000

Others Institutions Holding SMMV

# of Institutions

132

Shares Held

19.2M

Call Options Held

0

Put Options Held

0

Raymond James & Associates St Petersburg, FL

13.2M
Shares

$536 Million
0.33% of portfolio
Bank Of America Corp Charlotte, NC

1.02M
Shares

$41.6 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

862K
Shares

$35 Million
0.08% of portfolio
Envestnet Asset Management Inc

691K
Shares

$28.1 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

435K
Shares

$17.6 Million
0.02% of portfolio

About ISHARES MSCI USA SMALL-CAP MIN

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